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NEWS
ARTICLES THAT KEEP YOU UPDATED ON
THE LATEST TRENDS IN LIFE INSURANCE


The Generational Wealth "curse" of Depleted Inherited Wealth by the 3rd Generation
The generational wealth "curse", reminds me of the story of the wealth left by the Rockefellers, $1.4 billion, and the Vanderbilts,$100 million: why one is thriving today after 7 generations of millionaires, while the other was depleted by the fourth generation.
Mar 281 min read
The 10 years before retirement and the 10 years after are critical and known as the "Retirement Danger Zone........
https://www.kitces.com/blog/managing-portfolio-size-effect-with-bond-tent-in-retirement-red-zone/?utm_source=linkedin&utm_medium=social&utm_campaign=evergreens
Mar 221 min read


Estate Planning......
The following, from Northern Trust, is an example of how to fine-tune your estate plan to ensure a legacy of hard work, charitable giving, and living within one’s prescribed means is carried forward to future generations. Basically. leaving “enough to do something, but not enough to do nothing.” https://www.northerntrust.com/united-states/institute/case-studies/how-one-family-instilled-purpose-in-their-wealth-plan
Mar 191 min read


"Estate equalization for family-owned businesses"
https://lnkd.in/eTn9G4tq
Mar 131 min read


Anthropic abandons industry-leading safety pledge.......Should We Be Nervous?
https://www.linkedin. com/news/story/anthropic-abandons-industry-leading-safety-pledge-7045124/
Feb 251 min read


Outlook for 2026
The document is a financial outlook report for 2026, analyzing market trends, economic conditions, and investment strategies following the post-pandemic recovery. https://www..com/wp-content/uploads/2026/01/2026-Outlook-Final-v.01.09.2026.pdf Financial Outlook for 2026
Jan 141 min read


Thanks to Wellworthy for the latest product drops in health & fitness delivered every Thursday.
https://www.linkedin.com/feed/?highlightedUpdateType=SHARED_BY_YOUR_NETWORK&highlightedUpdateUrn=urn%3Ali%3Aactivity%3A7415513567925293056 1 shoe for all workouts! Chelsea Pier Workout
Jan 91 min read


Life Insurance Plays Many Roles....
Life insurance is "not about income replacement, mortgage protection, or meeting basic financial needs. Instead, life insurance becomes a structural element of generational planning, including providing liquidity, managing tax exposure, supporting legacy objectives etc https://lnkd.in/eWFbvsZg How will you use life insurance?
Dec 20, 20251 min read


Strategic Tips for Using Life Insurance in Ultra-High-Net-Worth Estate Planning
https://www.lifeinsurancestrategiesgroup.com/post/tier-one-strategic-tips-for-using-life-insurance-in-ultra-high-net-worth-estate-planning Tips for Using Life Insurance
Dec 17, 20251 min read
Listen to the full Elevate Wellness conversation to learn how to align your money, mindset, and https
mission.Apple Podcast ➡️ https://lnkd.in/e2Gii4yySpotify ➡️ https://lnkd.in/e6eaRJ64YouTube ➡️
Dec 15, 20251 min read


What skills do young people need for the AI era????
https://www.linkedin.com/feed/?highlightedUpdateType=SHARED_BY_YOUR_NETWORK&highlightedUpdateUrn=urn%3Ali%3Aactivity%3A7400082699735965696
Nov 28, 20251 min read


"No single structure fits all physicians. What matters is aligning their legal setup with their income goals." Read on.........
https://www.linkedin.com/pulse/s-corp-llc-sole-proprietorship-strategic-tax-gary-kauffman-grjec/ Caring physician and businessman?
Nov 24, 20251 min read


"Make the complex feel doable"
https://lnkd.in/e5EWn2EK
Nov 22, 20251 min read


"Hybrid work has reinforced the need for a people-first approach"
https://lnkd.in/e8ErSx5w
Nov 19, 20251 min read


This report reveals "a system of haves and have nots" in retirement preparedness
https://lnkd.in/e8GYBMWd
Nov 17, 20251 min read


Why Living Alone Is the Next Big Market
https://www.linkedin.com/pulse/from-singles-day-solo-aging-why-living-alone-next-big-coughlin-etawe/ The lit window in a skyscraper underscores the increasing trend of single-person households as an emerging market.
Nov 10, 20251 min read


"Protect What You Built!"
An anesthesiologist worth $6M asked me: "How do I protect this from lawsuits?" I asked: "Where's it held?" "Joint account with my wife." I almost fell off my chair. One lawsuit. One car accident. One angry patient. Everything gone. Here's proper asset protection: Level 1: Insurance Malpractice. Umbrella policy Disability own-occupation specialty specific Level 2: Entity Structure LLC for practice, Separate, LLC for real estate Holding company structure Level 3: Trust Plann
Nov 4, 20251 min read


From Longevity to Living Longer & Better......
https://www.linkedin.com/pulse/longevity-economys-next-business-opportunity-managing-coughlin-lemwe/ MIT AgeLab's Dr. Joe Coughlin joins John Hancock’s Lindsay Hanson, Dr. Gabrielle Lyon, and Fortune's Alexa Mikhail to discuss longevity preparedness.
Oct 28, 20251 min read
I asked AI what jobs are more challenging for it to replace.........
"Some jobs are much harder for AI to fully replace than others because they rely heavily on human judgment, creativity, empathy, or physical dexterity in unpredictable environments." Here are the main categories: 1. Jobs Requiring Deep Human Connection Therapists, social workers, clergy, counselors – People turn to them for empathy, trust, and nuanced human support. AI can assist with information, but it can’t authentically be human. Teachers and coaches – Beyond delivering
Oct 13, 20252 min read
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