December 17, 2024

Stacking Estate Planning Concepts – Saving Heirs a Lot More!

December 10, 2024

High-Lifetime-Exemption Gifting – Playing It Safe!

December 3, 2024

Time, Tide, and TAXES Wait for No One

December 2, 2024

Is It Time To Upgrade Your Client’s Life Policy?

November 26, 2024

Insuring A Domestic Key Person: Who’s Running The Show?

November 19, 2024

Uncovering Sales Opportunities And Limiting Liability Exposures Through Trust Owned Policy Reviews

November 12, 2024

Making Heads Or Tails Of Executive Benefits Copy

November 5, 2024

Taxable Estates: The Do’s And Don’ts Of Designations On Life Policies

October 29, 2024

Taxes And Trust-Owned Life Insurance: How To Provide Flexibility

October 22, 2024

Irrevocable Trusts: Pay The Trustee

October 15, 2024

The 10-Minute Insurance Analysis

October 8, 2024

Buy-Sell Agreements: The Importance Of Transition Planning

October 1, 2024

Executive Bonus – Enhanced To Show Quality

September 24, 2024

Policy Valuation: How Much Are You Worth?

September 17, 2024

Multiplication Tables – Using Basic Financial Underwriting To Increase Your Sale

September 10, 2024

Super-Roth-Likeness: Does it Walk Like a Duck?

September 3, 2024

The Problem With LTC Riders In The Third Person

August 27, 2024

Who Qualifies For Non-Qualified?

August 20, 2024

Using Excess RMDs To Increase Your Legacy

August 13, 2024

Unlock More Key-Person Coverage

August 6, 2024

162 Executive Bonus – Making It “Seem Kinda Tax-Free” Up Front

July 30, 2024

Idioms & Grantor Trusts: Having It Both Ways (For Now)

July 23, 2024

Is Insurance In A Qualified Plan Beneficial?

July 16, 2024

Uncovering Sales Opportunities And Limiting Liability Exposures Through Trust Owned Policy Reviews

July 9, 2024

Properly Documenting Your Clients Intentions

July 2, 2024

Sweat Equity, Without The Equity

June 25, 2024

Buy-Sell Planning While Generation Straddling

June 24, 2024

Generate Premium And Solidify Your Client Relationships With This One Step

June 18, 2024

Buy-Sell Redemption Agreements – There’ll Be Some Changes Made!

June 11, 2024

Premium Dollars from Tax Savings – Replaying the Hand with Form 1040

June 4, 2024

You Find the HNWs – We’ll Make the Case for You!

May 28, 2024

Executive Bonus With Cost Recovery!

May 21, 2024

Insuring A Domestic Key Person: Who’s Running The Show?

May 14, 2024

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

May 7, 2024

Term Insurance: Examining The Conversion Options

April 30, 2024

Inflating Asset Value? Indexing During Financial Underwriting

April 23, 2024

The Corporate Transparency Act – An Example of Unintended (But Good) Consequences?

April 16, 2024

Getting Sales Returns From Tax Returns

April 9, 2024

Insuring Key Signal-Callers

April 2, 2024

Is Your Trustee Trustworthy?

March 26, 2024

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

March 19, 2024

Policy Conversions & Ownership Transfers: All Things In Good Order

March 5, 2024

Clean Up Your Beneficiary Mess

February 27, 2024

Taxable Estates: The Do’s And Don’ts Of Designations On Life Policies

February 20, 2024

How To Successfully Use RMDs In Life Sales

February 13, 2024

Insurability – The Most Important Retirement Asset?

February 6, 2024

162 Executive Bonus – More To Life Than Just Life

January 30, 2024

When A Policy Owner Dies

January 23, 2024

Buy A New Policy And Lower Tuition Cost

January 16, 2024

Incompetency Planning

January 9, 2024

Charity Begins At Home, Not At The Carrier

January 2, 2024

Avoiding Collateral Damage

December 19, 2023

Show Me The Money!

December 12, 2023

162 Executive Bonus – The Biggest Drawback Solved?

December 5, 2023

Is Your Buy-Sell Jury-Rigged & Jerry-Built?

November 28, 2023

Making Heads Or Tails Of Executive Benefits

November 27, 2023

Is It Time To Upgrade Your Client’s Life Policy?

November 21, 2023

Irrevocable Trusts: Pay The Trustee

November 16, 2023

LTC Planning – What’s The States Got To Do With It?

November 14, 2023

Policy Valuation: How Much Are You Worth?

November 7, 2023

Having Your (Wedding) Cake and Eating It, Too?

October 31, 2023

Use the Exemption, But Don’t Lose the Store

October 17, 2023

High-Lifetime-Exemption Gifting – Playing It Safe!

October 10, 2023

Time, Tide, and TAXES Wait for No One

October 3, 2023

Stacking Estate Planning Concepts – Saving Heirs a Lot More!