Looking back on it, Robert Berman must concede there were signs that the deal his insurance broker and advisor was touting probably wasn’t on the up and up. The broker, Thomas Rapp, allegedly told ...

Successful investors and business people understand the wealth-creating power of leverage. For those with an established need for life insurance, premium financing can take advantage of leverage to ...

What is new: Preliminary findings from the Financial Conduct Authority’s (FCA’s) market study of premium finance, which focuses on motor and home insurance, highlight concerns about affordability, ...

High-net-worth global citizens face unique estate planning challenges, which can include navigating multiple tax jurisdictions, managing cross-border wealth transfer and ensuring the protection of ...