On Aug. 15, 2025, the U.S. Tax Court issued its opinion in Kadau v. Commissioner, highlighting a problem the captive insurance space has been far too willing to ignore: the misuse of life insurance ...

The strategic use of life insurance helps equalize inheritances, provide immediate liquidity for tax bills and more Written By Written by Insurance Staff Writer, WSJ | Buy Side Kimberly Lankford is an ...

In “Is Your Marketing Message Missing the Mark?” I observed that agents in the middle market who use estate planning as a pathway to sales were wasting their time. That’s because the merely well-to-do ...

Life insurance can be a valuable tool to help you control your financial legacy. The death benefit can be used to continue a business, pay estate-tax bills, leave money to heirs or donate to a charity ...