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Articles
In-depth, plain-English articles on the insurance and annuity decisions that matter to affluent families and business owners.
July 2026
9 Costly Annuity Mistakes to Avoid
Most costly annuity surprises come from how a contract is owned, transferred, and inherited, not the product itself. The nine mistakes that matter most.
April 2026
Connelly v. United States: What It Changes for Buy-Sell Planning
The Supreme Court ruled that life insurance proceeds in an entity-redemption buy-sell can inflate estate value for tax purposes. What owners need to do now.