Year-end surge in insurance planning among high net worth clients driven by inflation, market gains, and enhanced advisory strategies. Key focus on life insurance audits and estate planning.

Explore the 2025 tax law changes impacting non-taxable income, deductions, and estate planning relevant to insurance professionals and financial advisors.

Understand critical financial and legal planning steps advisers should take after clients marry, including marital agreements, estate updates, and life insurance strategies.

Explore key insights from the 2025 Hubbis Wealth Planning & Structuring Forum on insurance's evolving role in high net worth estate and succession planning, highlighting products like PPLI, annuities, and liquid asset strategies.

Explore how the dramatic increase in the federal estate tax exemption impacts estate planning for federal employees, including trust strategies and step-up in basis tax benefits.

Learn about the IRS five-year rule for inherited nonqualified annuities, beneficiary options, tax implications, and compliance strategies for U.S. insurance professionals and financial advisors.

Learn how the IRS five-year rule affects inherited annuities, its tax implications, and strategies for beneficiaries and owners to optimize estate plans and minimize tax liabilities.

Explore best practices for naming charitable beneficiaries on life insurance, IRAs, and financial accounts to optimize estate planning and support nonprofit legacies.