Anatoly Iofe is founder and CEO of IceBridge Financial Group, a global multifamily office based in Boca Raton, Florida.

Life insurance is one of the most powerful financial tools available, yet many people misunderstand its benefits, costs, and ...

Individuals with large debts or dependents: If you have co-signed loans, outstanding debts or other financial commitments — ...

Private Placement Life Insurance (PPLI) is a unique policy that combines the benefits of institutionally priced life insurance with flexible investment opportunities. In appropriate circumstances, ...

Clients can donate both permanent life insurance (including whole life and universal life) and term life insurance to charity, but the donation options differ.

Investing in a joint life-term plan is one of the most responsible financial decisions a couple can make. It offers cost ...

What are some of the emerging trends in employee benefits in 2025? We ask an expert what employees are looking for.

However, if you receive Social Security Disability Insurance (SSDI), you may be required to pay taxes on your benefits, depending on your total income for the year. So how does it work?

CNBC reviews Mutual of Omaha life insurance, which including term life policies up to age 80 and final expense coverage to age 85.

The 2025 tax filing season is underway, and there are several tax benefits that can help homeowners save money this year. Homeowners can deduct costs like mortgag ...

15. WoodmenLife. "What Is Universal Life Insurance?" Transamerica. "The Tax Benefits of Cash Value Life Insurance." Internal Revenue Service. "Rev. Rul. 2005-6." Pages 1-3. Internal Revenue Service.

These are open-ended funds and have a lock-in period of three years as compared with five years for unit-linked insurance ...