A substantial percentage of some of the most successful life insurance agents focus on providing life insurance to cover estate taxes owed at death by the ultra-wealthy. While, they may certainly be ...

Marsh McLennan Agency (MMA), a business of Marsh, has acquired Florida-based independent agency, Excel Insurance. Financial terms of the deal remain undisclosed. Set up in 2020, Excel offers ...

When it comes to the federal estate tax, a very likely outcome is a doubling of the exemption levels. Such a scenario will eliminate the need for a substantial number of affluent individuals to ...