Advisor Education & Training Center
Term Insurance
An Estate Tax Planning Loophole for Foreign Nationals
⏲ 3 min read ⏲ While estate tax uncertainty is the order of the day for U.S. Citizens, other elements of U.S. Estate Tax Law remain unchanged: Estate taxes due on U.S. Assets owned by…
Buy-Sell Strategy: Flexibility Without Administrative Headaches
⏲ 5 min read ⏲ Balancing convenience with long-term flexibility and efficiency in buy-sell planning boils down to one key question: How can we enhance planning flexibility and tax efficiency without increasing administrative complexity or…
Don’t Outgrow Your Business Insurance
⏲ 4 min read ⏲ Best practices exist for a reason, as do products that may cost a bit more but offer superior value. In this real-life example, an insurance solution that is built for…
A Planning Swiss Army Knife on Steroids
⏲ 4 min read ⏲ Today, client’s available dollars for financial planning need to go further, and life insurance products that offer a broader value proposition are a great solution. That said, solutions that try…
Has “Style Drift” Fundamentally Changed the Indexed UL Value Proposition?
⏲ 6 min read ⏲ The far too narrow focus on outsized income projections in accumulation Indexed Universal Life products has caused advisors and clients alike to look past alternative product offerings that may more…
Solving the Executive Benefits Gap
⏲ 3 min read ⏲ In the business market, top performers often command a more robust suite of benefits than the rest of the company. Unfortunately for some, that is not always the case. In…
Key Employee Retention & Retirement – The Life Insurance Gap
⏲ 2 min read ⏲ In the business market, top performers often command a more robust suite of benefits than the rest of the company. Unfortunately for some, that is not always the case. In…
