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Click the link below to read Derek’s article titled Wealth, and the evolution of the agency mission. https://www.lifehealth.com/wealth-evolution-agency-mission/  

Adding Long-Term Care (LTC) or Chronic Illness (CI) Riders to permanent life insurance policies is all the rage.  Insurance companies are whole heartedly promoting these features and arguing why

The internal rate of return (IRR) can be a useful performance metric when evaluating life insurance policy design options and comparing to other assets. How is the IRR used to […]

By now the passage of the Tax Cut and Jobs Act is history.  Advisors and commentators have had months to digest the news and opine on the possible impact this […]

A business succession plan can help with the orderly transition of ownership and management of a business in the event of the retirement, death or disability of one of the […]

On March 15th a three judge panel of the 5th circuit court of appeals vacated the Department of Labor’s Fiduciary rule in a 2-1 split decision. While many advisors may […]