A 7702 plan, also called a Section 7702 plan, is a privately issued, standalone life insurance policy. Learn how it differs from typical retirement plans.

When planning for retirement, financial decisions must balance security, growth, and tax savings. The Life Insurance Retirement Plan (LIRP) is a lesser-known yet powerful tool for retirement planning.

There is no silver bullet when it comes to retirement planning. My most successful retirement clients — wealthy or not — knew that a comfortable retirement would be built around a combination of ...

Life insurance for the affluent offers tax-free inheritance, investment growth, and wealth protection. Discover these financial strategies to maximize your estate.

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Without the right protection in place, even the most well-crafted retirement ...

Learn how whole life works, the types of policies and who can benefit from this permanent life insurance Written By Written by Insurance Staff Writer, WSJ | Buy Side Kimberly Lankford is an insurance ...

Indexed universal life insurance (IUL) has certain benefits and drawbacks. Discover how the cash value of IUL grows with ...