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The Art Of Selling DI

Buy-Sell Planning While Generation Straddling

Make the Most of a Charitable Gift Today Using Life Insurance

High BMI Weighing You Down?

Approaching LTCI For Couples With No Children


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Buy-Sell Planning While Generation Straddling


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 28 Mar 2023   Posted by Tom Virkler

Two of the top ten reasons that younger women say that they marry older men are, first, they have a better read on those with a more promising future, even if it is shorter; and second, if they sprain their ankle they can use their husband’s cane. Pretty funny, but not unlike a couple of the underlying...

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Business Transition Planning: How To Survive The Buy-Sell Agreement


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 21 Mar 2023   Posted by Tom Virkler

This article speaks to a ready market.  Why?  Because statistics suggest that 80% of all small and mid-sized businesses in the country have made no adequate plans for transition in the event of one owner’s retirement, long-term disability, or premature death.  And “adequate” includes being properly...

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Death Tax Savings For The Uninsurable – A Small Balm In Gilead


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 14 Mar 2023   Posted by Tom Virkler

There’s a Hebrew proverb that says, “A good person leaves an inheritance to their children's children...”  The implicit truth here is that wise management of affairs goes beyond concern for the current generation.  This wisdom of the ages should apply as well when high-net- worth clients are planning...

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“If It Isn’t Written Down, It Didn’t Happen” – Wills, Powers-of-Attorney & Health Proxies


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 07 Mar 2023   Posted by Tom Virkler

Any fan of the novelist Tom Clancy is probably familiar with these words uttered by the wife of his chief protagonist, Jack Ryan.  Ryan is constantly needling Dr. Caroline “Cathy” Ryan about her compulsive habit of making notes about everything as a method for reminder and also a simple record of events. She...

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Life Insurance 101 In Just Three Sheets


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 28 Feb 2023   Posted by Tom Virkler

During and after his tenure as President of Harvard University, Charles Eliot liked to contend that the essentials of a liberal education could be gotten by simply reading fifteen minutes a day from a selection of great books that would all fit on a five-foot shelf. If so, you wonder why people line...

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Is Your Trustee Trustworthy?


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 21 Feb 2023   Posted by Tom Virkler

Hope springs eternal in the human breast when even the Cheerios Kid can make a comeback.  With his sidekick Sue, he was an iconic mainstay in the ads for the General Mills cereal during the 50s and 60s before his cell-animated storylines were put out to pasture to make way for a wave of faster-paced,...

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How Purchasing A Policy Can Lower Tuition Costs


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 14 Feb 2023   Posted by Tom Virkler

Nobody gets help with college costs nowadays unless they first fill out a lengthy and bothersome form known as the FAFSA (the acronym stands for Free Application for Federal Student Aid, just in case it ever pops up when you choose the Governmental Financial Assistance category on Double Jeopardy). The...

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Inflating Asset Value? Indexing During Financial Underwriting


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 07 Feb 2023   Posted by Tom Virkler

What’s good for the goose is good for the gander; or so we are told.  But adages aren’t always truisms, so unfortunately the conventional wisdom behind them must be applied categorically and with ginger – especially when building financial justification for a case.  The coverage guideline a carrier...

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3 Ways Terrible Triads Ruin Tax-Free Death Benefits


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 31 Jan 2023   Posted by Tom Virkler

You only need to look at your last paystub to be reminded that, as long as taxes are around, what you “get” is not usually what you “get”.  But the nice thing about the death benefit on a life insurance policy is that the amount you see on the contract is what you get . . . maybe. The most...

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Term Insurance: Examining The Conversion Options


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 24 Jan 2023   Posted by Tom Virkler

By the end of the story the pigs have begun to walk upright and they carry whips.  Promised improvement in conditions for other citizens have been forgotten.  And the Seven Commandments that were to serve as the foundation for the common democracy have been reduced to just one: All animals are equal,...

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