Irrevocable Life Insurance Trust (ILIT) for Estate Planning
Life insurance owned by an irrevocable life insurance trust (ILIT) can be the easiest and most efficient way to pay estate taxes. If you want to reduce estate taxes and preserve your wealth, then an...
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Recent Posts
Premium Financing Life Insurance
Premium financing life insurance is the process of borrowing money to pay large life insurance premiums. Annual premiums will typically range from $100,000 on the low-end to multiple millions of...
What is a Term Life Insurance Conversion?
A term life insurance conversion allows a policy owner to convert their existing term insurance to a permanent life insurance policy. Term life insurance is the most common form of life insurance...
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...
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Family Protection
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...
Business Planning
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...
Estate Planning
Irrevocable Life Insurance Trust (ILIT) for Estate Planning
Life insurance owned by an irrevocable life insurance trust (ILIT) can be the easiest and most efficient way to pay estate taxes. If you want to...
![[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
Buy Sell Agreements for Closely Held and Family Business Owners
Buy Sell Agreements for closely held and family business owners is a legal document that establishes a market for your business in the event of a...
Life Insurance Products
What Are The Different Types of Life Insurance Policies?
Life insurance policies can be very simple or extremely complex given the circumstances. Much of this is a function of the type of policy and how it is being used.
