Advisor Education & Training Center
Indexed Universal Life Protection
The ‘Second Sale’ Opportunity Created by the End of the Stretch IRA
⏲ 2 min read ⏲ SECURE Act changes created new planning challenges—and opportunities. Advisors who understand the second-sale dynamic can deliver meaningful value post-inheritance.
Using Life Insurance to Hedge Against LTC and Estate Tax Uncertainty
⏲ 6 min read ⏲ Legislative uncertainty makes planning difficult. Life insurance can act as a flexible hedge against both long-term care costs and future estate tax exposure.
Solving the Key Employee Retention Gap Traditional Benefits Leave Behind
⏲ 2 min read ⏲ Top performers expect more than standard benefits. Life insurance-based strategies can bridge the gap between retention, retirement planning, and long-term employer objectives.
Managing Aging Life Insurance Policies Before They Become a Liability
⏲ 2 min read ⏲ As policies mature, their original assumptions change. Proactive review helps clients avoid unpleasant surprises and preserves planning flexibility.
