INSURASALES

Tag: tax planning

Projected 2026 Health Insurance Premium Increases Signal Financial Strain

U.S. health insurance premiums are expected to rise sharply in 2026 due to expiring ACA subsidies and rising medical costs. Learn strategies for managing increased premiums and reducing financial impact.

Key Financial and Legal Considerations for Advisers Following Client Marriages

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

Advantage Insurance Highlights PPLI's Strategic Role in Global Wealth Planning

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.

Strategic Uses of Annuities for High-Net Worth and Mass Affluent Households

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.

Estate Planning and Beneficiary Designations for Charitable Gifts in Insurance and Financial Accounts

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