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

Explore how Advantage Insurance leverages Private Placement Life Insurance (PPLI) for global wealth planning, offering tax efficiency, asset protection, and flexible cross-jurisdictional solutions for high net worth clients.

Explore how high-net worth and mass affluent individuals use annuities for tax deferral, asset protection, income guarantees, and wealth transfer strategies in retirement planning.

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