Life insurance: Build and protect multigenerational wealthSponsored by InsuranceNewsNet Some advisors may wonder what value life insurance can offer high net worth individuals, considering people in that income bracket already...
Read MoreWe work hard to provide for our loved ones so that they have what they need in life. However, sometimes we don't stop to consider the devastating impact that our death or disability can have on our family. While less than a...
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Tuesday, June 7, 2022
A PRIMER ON IRREVOCABLE LIFE INSURANCE TRUSTS"I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money." Entertainer Arthur GodfreyThe irrevocable life insurance trust (ILIT) can...
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Tuesday, May 31, 2022
Do you need a life insurance policy in retirement? One school of thought questions this decision. Perhaps your kids have grown, and the need to help protect the household against the loss of an income-earner has passed.If you are...
Read MoreBusiness owners may be able to protect themselves from the financial consequences of losing an indispensable employee by purchasing “key person insurance."
Read MoreSponsored by PartnersFinancial THINGS TO CONSIDER You’ve worked hard to build your business. It’s the underpinning to your family’s financial security. When was the last time you reviewed your business...
Read More"The only difference between death and taxes is that death doesn't get worse every time Congress meets." -- Will Rogers The US estate tax has a long history that stretches more than 100 years to 1914 when, during World War I, emergency...
Read MoreWe work hard to provide for our loved ones so that they have what they need in life. However, sometimes we don't stop to consider the devastating impact that our death or disability can have on our family. While less than a third (32%)...
Read MoreDiversification is one of the most popular planning techniques in the financial services industry. The old adage of "Don't put all your eggs in one basket" comes to mind when talking to producers and clients. A concern for many of your...
Read MoreWhy Life Insurance Must Be A Key Element in Any Financial Strategy By Steve Rueschhoff and David Levenson The COVID-19 experience has made it clear that life is fragile - physically, emotionally, and financially. For many Americans,...
Read MoreA cash-value-oriented life insurance policy can offer you an efficient vehicle to protect your family, provide a tax-advantaged means of saving for retirement, and offer supplemental income without increasing taxable income.
Read MoreWhat Everyone Should Know About Their Family Finances By Aviva Pinto, CDFA®, CDS September 8, 2021 I work with many clients who have lost a spouse, gone through a divorce, or are wondering what they should do if something happens...
Read MoreEXECUTIVE BONUS PLAN WITH A TWIST In today’s increasingly competitive business environment, finding a cost-effective way to reward key employees can be challenging. An executive bonus plan (EBP) is often the vehicle of choice for...
Read MoreNon-profit employers often find themselves having to compete with for-profit employers to hire and retain executive talent. Those non-profit organizations have...
Read MoreLife Insurance Retirement Plans: Are They A Good Choice For You? By Michael Jankowski, President & CEO, Wealth Planning Network Retirement — it’s that glorious time in your life where the only worry you should have is why...
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