The “Seasoned” Life Insurance Challenge Split Exchange
⏲ 2 min read ⏲ As clients age, they can find themselves in an enviable position: Their insurance assets have done what they were designed to do: Provide protection for their loved ones.
DIY Campaigns
Split Annuity Solution Turns $300,000 into over $625,000 Overnight
⏲ 2 min read ⏲ Retired clients have a primary fear: Outliving their assets. This strategy addresses that fear on two fronts: Providing a growth opportunity while creating a benefit pool to tap should they need care as they age.
Can You Spend the Same Dollar Twice?
⏲ 3 min read ⏲ The Hidden Pitfalls of Indexed Universal Life: Can You Really Have It All?
The answer, of course, is no. Yet, many clients may mistakenly believe otherwise when presented with Indexed Universal Life (IUL) illustrations designed with a “Swiss Army Knife” approach.
Succession Solutions for Single Owner Businesses
⏲ 5 min read ⏲ The lack of a second business owner does not eliminate the need for effective buy/sell planning.
