Whitepapers and Articles WHITEPAPERS Irrevocable Life Insurance Trusts No One in the Pilot’s Seat Whose Policy is It Anyway? Retirement Planning Reaching the Summit and Returning Safely in Retirement Economic Concerns Battling Volatility and Sequence of Return Risk: Using Ongoing Policy Management to Champion Client Best Interests The Elephant in the Room Repercussions of a Sustained Low Interest Rate Environment Life Settlements The Fourth Option Five Reasons to Use a Broker Valmark Life Settlement Auction Process Fiduciary Standards Life Insurance in the Client’s Best Interest: Seeing More Clearly in 2020 Annuities All that Glitters is not Gold Insurance Carriers A Matter of Choice ARTICLES 2022 Tax Reference Guide Impact of Inflation in 2021 5 Common Mistakes in Life Insurance Planning Who’s Managing your Policy? Why Premiums are Skyrocketing WSJ Article: Universal Life, a 1980s Sensation, has Backfired
