While in China, we learned an important lesson about the universality of life insurance.

In particular, we discovered how similar dynamics in the wealth management space are impacting the HNW life insurance space.

See what we mean in the our This Week in Life Insurance dispatch from halfway around the world!

#lifeinsurance #wealthmanagement #familyoffice #globaltravel

This Week in Life Insurance we are celebrating International Women's Day. To do so, we are looking at some new statistics around women, wealth, and financial management. We then look at what might be underlying those numbers. Check it all out in the video. #internationalwomensday #womenandwealth #womenandfinance #womenandmoney

This week in life insurance, we are talking about what clients really want from an advisor. (Hint: It has nothing to do with the letters that come after your name). #lifeinsurance #financialplanning #financialadvisors #designations

What will authors of financial thrillers do now that we live in the age of tax transparency? This week in life insurance, we talk about how the likely implementation of the Corporate Transparency Act is the culmination of a decades-long global effort to increase tax transparency. That's right - no more secret offshore accounts as a plot device! Learn more in this week's video. #CTA #taxtransparency

The CTA (or Corporate Transparency Act) is back on with a filing deadline of March 21. #CTA #corporatetransparencyact #filingrequirement #smallbusiness #smallbusinessowner

Have you seen a favorite celeb suddenly look way skinnier? It's probably a GLP-1 drug like Wegovy or Ozempic. Which got us thinking - given their rising popularity, what impact will these drugs have in the life insurance industry? This week in life insurance, our thoughts on the subject. #lifeinsurance #GLP1 #weightloss #underwriting

How can you tax-efficiently create a legacy for future generations? #wealthmanagement #generationalwealth #wealthtransfer

Our CEO explains why VUL is such a hot product right now in the life insurance industry. #VUL #lifeinsurance #wealthmanagement #taxplanning

What is private placement life insurance (PPLI)? Our CEO recently appeared on the Legacy Lounge podcast and answered that question. #ppli #privateplacement #lifeinsurance #wealthmanagement

This week in life insurance, the new life insurance sales numbers from LIMRA have us asking a question we often return to: If you are an insurance broker who doesn't have your securities license (and therefore cannot offer VUL), are you really doing the best by your clients? #lifeinsurance #VUL #insurancebroker #hnwi #uhnwi

This week in life insurance, we are talking about all the news coming out this week from the world of annuities. And we are doing it from paradise (and barefoot). Watch the video below to see what we have to say about latest annuity sales numbers and a big deal that's on the horizon. #lifeinsurance #annuities #alternativeassets

This Week in Life Insurance, there are really two issues that everyone has been talking about, and we already covered taxes, so.... With the great wealth transfer upon us, we explain why it's important from a bottom line perspective for the life insurance industry to include traditionally marginalized groups in its business. In short, the face of wealth is changing and the industry needs to change with it or it will lose out. #diversity #lifeinsurance #DEI #greatwealthtransfer

This week in life insurance, an announced deal in the industry and a conversation over drinks in Mexico City got us thinking. With the continued entanglement of private equity in the life insurance industry, are all the players aligned in terms of incentives? See what we mean in this week's video. #lifeinsurnace #privateequity

A Plan B for the worst case scenario. #lifeinsurance #socialmedia #linkedin #instagram

This week in life insurance, most people in the industry feel pretty confident they know what's going to happen with tax policy this year. But what if they are all wrong? In this week's video, we explain how we actually know very little about what new tax policy will look like this year. We also throw out some curveballs that could come out of nowhere and impact the industry. And we also share a bit of good news in regards to this issue. #lifeinsurance #taxpolicy #estatetax #estateplanning #taxplanning

It's time to bring out the crystal ball! 🔮 This week in life insurance, we are making three predictions for 2025 and the life insurance market. 1. More premium finance lawsuits. 2. More growth in PPLI. 3. More interest in disability and LTC coverage. Learn more about why we focused on these three in the video. And share your predictions in the comments below. #lifeinsurance #2025predictions #lifeinsurancetrends #premiumfinance #ppli #ltc

This week in life insurance, this holiday period is a great time to take stock of your business after a busy Q4. We explain more in this week’s video. #lifeinsurance #yearinreview #planningfor2025 #businessplanning