In my article “Life Insurance Policy Themes for 2023,” I suggested a tweak in what I called the “discourse” among agents and others in the life insurance business. The tweak was to talk less about why ...

Taxes are in play again. And then they’re not. Income tax, wealth transfer tax and the income tax aspects of wealth transfer planning were all in play, with near-term effective dates that had estate ...

Google Gemini can now create a slide show presentation for you. You can base the presentation on a text prompt or an uploaded file. You can then export the file to Google Sheets. Have you ever ...