With Interest Rates at Rock Bottom, Asset Sales to Trusts are an Attractive Estate-Planning Strategy
While the COVID-19 pandemic has put many businesses on their heels, it’s presented unique opportunities to a few. Estate planning...
Read more
Low Interest Rates Lead to a Surge in Estate Planning: Leverage a GRAT to Transfer Assets to Heirs on a Tax-Advantaged Basis
It’s said that every dark cloud has a silver lining, and even the COVID-19 pandemic has managed to engender one benefit. Namely...
Read more
Advisory Expertise: Aiding Clients Worried About Unemployment
In the US, the coronavirus crisis has deeply undercut a formerly burgeoning economy. Millions of Americans have filed unemployment...
Read more
Scrapping the Old Plans: Insurers Grapple with the Corona Crisis
Military leaders follow an old aphorism, trenchant and transferable to most walks of life. It runs like this: no plan survives...
Read more
Coronavirus Pandemic Accelerates Evolution in the Insurance Industry
Once upon a time, buying a life insurance policy involved a lengthy and complicated underwriting process. At worst, it could take...
Read more
Rising Demand for Wills and Planning in the Coronavirus Epoch:
An old colleague rang up from overseas for a catch-up call last week. He’s changed since the old days, has become better balanced...
Read more
Life Insurance: An Investment Fit for a Bank
Like any going concern of a certain size, your typical bank seeks to guard against retirement income shortfalls for key executives...
Read more
I Don’t Want to Be a Burden: Why People Buy Long-Term Healthcare Plans
In the days before coronavirus, the crisis on financial planners’ lips was the long-term healthcare variety. Our concern was how...
Read more
Don’t Be Scared, Be Prepared: Short-Term Succession Planning Issues in the Coronavirus Era
In light of recent events, our team held an emergency e-conference to review our short-term succession plans. So far, we’ve escaped...
Read more
A Guide to Thriving as an Advisor in the Time of COVID-19
At the moment, the entire planet faces high volatility in the financial markets, not to mention other challenges. In a world such...
Read more
eResources to Navigate Life Insurance Logistics during Lockdown
There’s certainly nothing like a pandemic to bring one’s mortality into sharp focus. With each day bringing grim news of more...
Read more
The Coronavirus Crisis: Tax-Tech Tools that Protect Clients from Market Volatility
The markets are taking financial advisories and their clients for a rollercoaster ride today – days of historic losses are followed...
Read more
Twelve Life Insurance Companies Weigh In On Coverage During the Coronavirus Crisis
What if a client living in an area hit hard by the coronavirus called you up, asking if they could purchase more life insurance—and...
Read more
COVID Crisis Driving Interest in Life Insurance: A Primer for Clients
The Coronavirus pandemic has touched nearly everyone’s life. Only those isolationist souls living well off-grid have escaped the...
Read more
SEC’s New Rules on Variable Product Summaries Look Positive for Sellers
In troubled times, we’ll take our happy news where we find it: the Securities and Exchange Commission has issued fresh rules...
Read more
Coronavirus Crisis Boosting Life Business: Are You Prepared?
The Covid-19 pandemic is a watershed event in most people’s lives – something uncanny, unexpected despite the warning signs of...
Read more