Richard A. Behrendt, J.D., First Vice President, Senior Estate Planner, and Blake Panosh, First Vice President, Insurance and Annuity Manager, Robert W. Baird & Co. At the beginning of 2010, a tax law ...

Learn about convertible insurance, which lets you convert your term policy to a whole or universal one without a new health check, ensuring flexibility and continuity.

It’s not often interesting talking about boring term insurance, but my most recent article seemingly touched on something bothersome. When discussing why it’s essential to pay close attention to the ...

A San Francisco federal judge ordered to stop promoting two unlawful tax schemes known as Pension Asset Transfer (PAT) and Financed Roth Conversion Strategy (FROCO). The IRS filed a lawsuit against ...