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32 resources found

Business Plan Funding(6)

Non-Qualified Deferred CompensationCorporate Owned Life InsuranceBusiness Succession White PaperBusiness Succession Check UpBuy Sell Arrangements Client GuideBuy Sell Arrangements Life Cycle

Estate Planning Design(6)

Trust-Owned Life Insurance: Advisors and FiduciariesOptions for Gifting Appreciated AssetsTrust-Owned Life Insurance: ClientsUsing Life Insurance to Cushion the Blow of Estate Taxes2022 Tax Reference GuidePremium Funding Options for Trusts

Life Settlements(5)

Should You Wait To Sell Your Life Insurance Policy?Addressing The Sting of Rising Costs of InsuranceThe Fourth OptionOptions for Clients Who No Longer Need InsuranceReasons For Selling a Policy

Long-Term Care(3)

Impact of a Long-Term Care EventLong Term Care Protection: Know Your OptionsSample Long-Term Care Analysis

Policy Analysis and Design(6)

A Matter of ChoiceAll Progress Begins With Telling The TruthLife Insurance in the Client's Best InterestRepercussions of a Sustained Low Interest Rate Environment on Life InsuranceTale of Two Policy HoldersThe Elephant in the Room

Policy Management(3)

Who's Managing Your PolicyNo One in the Pilot's SeatOngoing Policy Management White Paper

Underwriting Advocacy(3)

Underwriting Advocacy: Art or ScienceUnderwriting Advocacy OverviewPURE Underwriting Process
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