Why unlocking cash values in life insurance can provide extra liquid asset options
Advisors urged to utilize tools like life insurance and segregated funds which can bypass probate and open the door to these important discussions.
BMO Insurance President and CEO outlines innovations in the annuities space meant to manage Canada's longevity crisis
"We're structurally redesigning how a bank can operate in service of advisors," says Katy Boshart
Life insurance is often used to cover capital gains tax on inherited assets like businesses or real estate, preventing heirs from selling assets to pay taxes: H&R Block
Whole life sales drove growth in 2024, but policy sales fell for the fourth year, raising industry concerns
