Insurance Planning Archives – Alterra Advisors

Multi-generational family with a secure legacy.

Maximizing Your Estate: A Case Study in Premium Financing

Are you considering the future of your wealth and how to pass it on to...

Josh Whelan

Creating $600,000 From an Old Life Insurance Policy

It’s clear that financial plans and investments should be reviewed...

Zach Hamilton

Success Story – Meeting Long-term Care and Legacy Planning Needs with Life Insurance

See how Mary & George turn a $275,000 low interest long-term care rainy day fund into a $780,000 flexible benefit for long-term care or legacy for their children.

Alterra Advisors

Buy-Sell Agreements in Business Succession Planning

For businesses with multiple owners, proper succession planning is key. Selling your stake and sailing off into retirement is the dream, but a complete plan must account for the unexpected death or disability of an owner. Here's what to know about Buy-Sell Agreements.

Ryan Colis

Hybrid Long Term Care Insurance – An Upgrade on Traditional Benefits

In recent years, the Long Term Care (LTC) insurance market has evolved, and hybrid plans have emerged that combine life insurance with long term care benefits. In many ways, hybrid plans are an upgrade on traditional benefits. This case study helps compare and contrast these options.

Ryan Colis