Maximizing Your Estate: A Case Study in Premium Financing
Are you considering the future of your wealth and how to pass it on to...
Maximizing Your Estate: A Case Study in Premium Financing
Life Insurance
Creating $600,000 From an Old Life Insurance Policy
Creating $600,000 From an Old Life Insurance Policy
It’s clear that financial plans and investments should be reviewed...
Ensuring Your Business Thrives When You’re No Longer There
Ensuring Your Business Thrives When You’re No Longer There
Let's journey together for a moment through the winding roads of...
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Have you ever wondered, “Should we have a trust?”, then quickly...
Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA
Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA
Patty and Steve want to leave a $1 million IRA to support their daughter with steady income but are worried about loss to taxes. Learn how they can use creative estate planning to reduce taxes and increase their impact.
Success Story – Meeting Long-term Care and Legacy Planning Needs with Life Insurance
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.
I’m 73 and Don’t Need My RMDs…What Should I Do?
I’m 73 and Don’t Need My RMDs…What Should I Do?
6 ways to use required IRA and 401(k) distributions you don't need to save taxes and make an impact on loved ones and causes you care about.
Do I Need Life Insurance?
Do I Need Life Insurance?
Who depends on you? Family, employees, charitable organizations? How would they be provided for if you died and your income stopped? Life insurance is a way to transfer this risk to an insurance company. Here's a simple breakdown of the types and applications of life insurance.
Buy-Sell Agreements in Business Succession Planning
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.
Hybrid Long Term Care Insurance – An Upgrade on Traditional Benefits
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.
Is Long Term Care Insurance Right for You?
Is Long Term Care Insurance Right for You?
When and how should you consider long term care insurance? Answer these 4 questions and you be on your way to making an informed decision.