It’s not the cheeriest topic, but life insurance can play a powerful role in your long-term financial plan. Along with providing a safety net for your loved ones, life insurance can also be a tool to ...

Listen and subscribe to Financial Freestyle on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. It's estimated that only 51% of Americans have invested in life insurance policies, ...

Insurtech is pivotal in reshaping financial opportunities for all communities who have contended with inadequate access to insurance services vital for wealth transfer. This intersection of insurance ...

Generational wealth is absolutely within reach for middle-class families — it just requires the right strategy.

Wealth isn’t always as cut and dry as it seems. Between private businesses, investment properties, or rare collections, not all wealth is ready to cash out at the drop of a hat. Whether it’s estate ...

Generational wealth refers to assets passed down from one generation to another, creating a financial foundation that can create significant financial opportunities for future generations. The ...

Learn the subtle signs that show you’re building generational wealth and setting up financial security for your family’s ...

The great wealth transfer is reshaping the financial landscape, as Cerulli Associates estimates that $124 trillion is set to transfer through 2048. The implications for the financial services industry ...

With the rise of algorithm-driven life insurance platforms, many families are lured in by attractively low quotes — only to be approved at rates nearly double the original estimate. This ...

Three-in-five Gen Z parents still get financial help from their own parents, and 71% are also responsible for caring for an aging family member. According to the BMO survey, 61% of Gen Z parents and ...