Estate Liquidity: Planning Before the Event, Not After It
For many affluent families, estate planning feels complete. Trusts are drafted, assets are titled, beneficiary designations are in place, and advisors are involved. On paper, everything appears...
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The Benefits of a Life Insurance 1035 Exchange
A life insurance 1035 Exchange is a tax-free transfer of policy values from a life insurance or annuity policy to a new policy. This allows policy owners to avoid taxation on policy gains from the...
A Guide to Understanding Indexed Universal Life Insurance (IUL)
Indexed Universal Life Insurance is a type of universal life insurance offering permanent protection. There are three different types of universal life insurance policies: Universal Life (UL)...
The Definitive Guide To Split Dollar Life Insurance Arrangements
A Split-Dollar Life Insurance plan is a sophisticated strategy that can help with the payment of life insurance premiums. A life insurance policy’s premium, cash value, and death benefit are split...
Naming Your Life Insurance Policy Beneficiary – Things to Consider
One of the most important parts of owning a life insurance policy is naming the beneficiary. It is important to understand what beneficiary designations are available to a policy owner to ensure the...
Ultimate Guide to Buy Sell Agreements with Life Insurance
A properly executed and funded buy-sell agreement with life and disability insurance can provide stabilization and continuity of a closely held business. Many closely-held businesses fail to make...
Why You Should Consider Life Insurance with Long-Term Care, and What You Need to Know About It…
Life insurance with long-term care is a unique product for people interested in reducing their financial exposure to long-term care services. Long-term care services can be provided in many areas...
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Family Protection
Life Insurance and Mortality: What Life Insurance Carriers Don’t Want You To Know!
There are certain inevitabilities in life. Like it or not, one of them is death. When our own mortality comes into question there are always...
Business Planning
Buy-Sell Agreements: Why Life Insurance Is the Smartest Funding Option
When it comes to safeguarding the future of a privately held business, few tools are as critical - or as overlooked - as the buy-sell agreement....
Estate Planning
Estate Liquidity: Planning Before the Event, Not After It
For many affluent families, estate planning feels complete. Trusts are drafted, assets are titled, beneficiary designations are in place, and...
![[CASE STUDY] How A Restricted Property Trust Reduced Our Client’s Tax Rate From XX.X% to YY.Y%](https://m3c9f7m7.delivery.rocketcdn.me/wp-content/uploads/2016/09/fi-restricted-property-trust-case-study-400x250.png)
Accumulation
Planning Solutions
[Case Study] Planning for a Tax-Efficient Legacy Using an Irrevocable Life Insurance Trust
Mike (Age 59) and Carol (Age 57) have an $18 million estate. They both recognize that under current laws their estate would not be taxable today....
Life Insurance Products
The Benefits of a Life Insurance 1035 Exchange
A life insurance 1035 Exchange is a tax-free transfer of policy values from a life insurance or annuity policy to a new policy. This allows policy...
