Jul 26, 2026

There's a version of the life insurance conversation that comes with a velvet rope. Someone from the private client side of a bank or advisory firm tells you they have something they don't discuss with just anybody, and then they start explaining private placement life insurance.

We've been on the receiving end of that...

Jul 19, 2026

Heading into 2026, the federal estate tax exemption was scheduled to sunset and roughly cut in half. A lot of life insurance marketing was built around that deadline: set up an irrevocable life insurance trust (ILIT) and lock in coverage before the exemption dropped. Then the One Big Beautiful Bill Act, signed on July...

Jul 12, 2026

Most people think of life insurance as something that protects a plan they've already built. We'd argue it does something stranger and a lot more useful — it creates wealth on its own terms, and it starts doing the job on day one.

In this episode, we dig into the part of life insurance nobody spends enough time on:...

Jul 5, 2026

Northwestern Mutual just announced a record $9.2 billion dividend payout for 2026 — about a billion more than last year, and the largest three-year increase in the company's history. MassMutual is paying a record $2.9 billion, Guardian $1.7 billion, and New York Life $2.78 billion. Four of the five major...