July 21, 2026

Key Person Coverage Is Not For Investor Reimbursement!

July 14, 2026

1035 Exchanges – Keep Your Hand Out Of The Cookie Jar!

July 7, 2026

The Best Use Of Unneeded RMDs!

July 2, 2026

MEGA-LTC – Coverage With All The Advantages

June 30, 2026

QLACs – Avoiding Taxes For A Little Longer

June 23, 2026

Personal Retirement Planning – A Little Different, But Bigger And Better

June 9, 2026

Passing Property To Kids – Give It Now Or Leave It Later?

June 2, 2026

Buy-Sell Planning And Frogs – Look Before You Leap

May 26, 2026

The Insurance That Ought To Sell Itself!

May 19, 2026

Kids Who Won’t Mind Their Business!

May 18, 2026

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

May 12, 2026

Are Only The Rich “Trusty?”

May 5, 2026

Winning In Overtime With Unneeded Life Policies

April 28, 2026

Getting Full Trade-In Value For Exchanged Policies

April 21, 2026

Getting Sales Returns From Tax Returns

April 14, 2026

Put “Side-boosters” On Your Term Insurance Plan

April 7, 2026

Should A Life Policy Be In A Revocable Trust?

March 31, 2026

A Term Policy Is Not A Pork Belly!

March 24, 2026

Life Policy Beneficiaries – 7 Common And Costly Mistakes

March 17, 2026

Three Sheets Of Paper, Or Three Sheets To The Wind?

March 10, 2026

Don’t Let Business Clients Train Their Future Competitors!

March 3, 2026

Beneficiaries Aren’t For Kids

February 24, 2026

The Probate Court Is Not Your Friend!

February 17, 2026

Are Your Clients’ CDs Pulling Their Weight?

February 10, 2026

Don’t Let Your Clients Lose ANY Of Their Future Earnings!

January 27, 2026

Don’t Make The IRS A Co-Owner Of Your Policy!

January 20, 2026

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

January 13, 2026

Irrevocable Trusts: Pay The Trustee

January 6, 2026

The 10-Minute Insurance Analysis

December 30, 2025

Buy-Sell Agreements: The Importance Of Transition Planning

December 23, 2025

Executive Bonus – Enhanced To Show Quality

December 16, 2025

The Most Important Business Asset May Be At Risk!

December 9, 2025

Policy Valuation: How Much Are You Worth?

December 2, 2025

Who Qualifies For Non-Qualified?

November 25, 2025

Policy Conversions & Ownership Transfers: All Things In Good Order

November 18, 2025

Using Excess RMDs To Increase Your Legacy

November 13, 2025

Life Insurance Benefits In The Here And Now

November 4, 2025

Inflating Asset Value? Indexing During Financial Underwriting

November 3, 2025

Generate Premium And Solidify Your Client Relationships With This One Step

October 28, 2025

Unlock More Key-Person Coverage

October 21, 2025

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

October 14, 2025

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

October 7, 2025

Is Insurance In A Qualified Plan Beneficial?

September 30, 2025

Properly Documenting Your Clients Intentions

September 23, 2025

Sweat Equity, Without The Equity

September 16, 2025

Buy-Sell Planning While Generation Straddling

September 9, 2025

Executive Bonus With Cost Recovery!

September 2, 2025

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

August 19, 2025

Term Insurance: Examining The Conversion Options

August 12, 2025

Insuring Key Signal-Callers

August 5, 2025

Giving A Vanilla Non-Qualified Fringe Benefit More Flavor

July 29, 2025

The Big, Beautiful Bill Doesn’t Protect Against Big, Ugly State Death Taxes

July 22, 2025

SCOTUS Also Adds When It Should Subtract – So Check Every Buy-Sell Out There

July 14, 2025

The Business Of The Family Business

July 8, 2025

Lifetime Exemptions – High, Dry, And Ready To Fly!

June 17, 2025

Is Your Trustee Trustworthy?

June 10, 2025

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

June 3, 2025

Incompetency Planning

May 27, 2025

A Transfer-For-Value Will Only De-Value

May 15, 2025

How Big, How Beautiful Of A Tax Bill?

May 6, 2025

Clean Up Your Beneficiary Mess

April 29, 2025

How To Successfully Use RMDs In Life Sales Copy

April 22, 2025

Insurability – The Most Important Retirement Asset?

April 15, 2025

A Trifecta Of Sales Ideas

April 8, 2025

162 Executive Bonus – More To Life Than Just Life

April 1, 2025

When A Policy Owner Dies

March 25, 2025

Buy A New Policy And Lower Tuition Cost

March 18, 2025

Avoiding The Gift Tax, But Keeping The Benefits

March 3, 2025

Avoiding Transfer Tax Without Transferring Control!

February 25, 2025

Charity Begins At Home, Not At The Carrier

February 18, 2025

Get Outta Town By Sundown… Or Sunset?

February 4, 2025

Avoiding Collateral Damage

January 28, 2025

Show Me The Money!

January 21, 2025

162 Executive Bonus – The Biggest Drawback Solved? Copy

January 14, 2025

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

January 7, 2025

A Buy-Sell: Cheap To Fund, But Expensive To Form?

December 31, 2024

Use the Exemption, But Don’t Lose the Store

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?