Subject Matter Expert Series

Discovering Unique Solutions for Loan Balances

It’s a fact: Most business owners will execute a living buyout rather than have a business owner die prematurely. That singular fact…

Traditional cross purchase or stock redemption buy/sell agreements often present challenges around control and transfer of related insurance policy to owners upon…

Inflation-Proofing Your Supplemental Retirement Strategy

We have all worked with clients who made a late start to their retirement planning. This is particularly common for small business…

The potential, if not likely, sunset of the Tax Cuts and Jobs Act (TCJA) has high net worth clients concerned about the…

The lack of a second business owner does not eliminate the need for effective buy/sell planning. A well thought out, formal agreement…

It's rather obvious that the ability to retain key executives is crucial to the success of any business. One way to do…

One of the most painful elements of selling a business built by years of hard work is paying the tax bill. With…

We know that in the long-term care market, many individuals own a tremendous amount of annuity assets, yet fail to plan. Additionally,…

In today’s market it is readily apparent that employers must offer compelling compensation and benefits packages to attract the key employees that…

As much as our industry has modernized and adopted automated underwriting solutions, your most important cases still require a human touch. With…

If you are as frustrated as we are about recent trends in cap and participation rates in the Indexed UL segment, it…

There is no doubt that this year has brought quite a bit of disruption to the premium finance world. That said, premium…

Asset Allocation has been part of the investment professional’s asset management strategy for decades. More recently, a considerable amount of attention has…

How do you build recurring revenue with life settlements? It starts with an easily executable strategy for identifying insurance policies likely to…

As we all seek to deliver more consumer value, a small subset of life insurance products in the market start to stand…

Considering the current economic environment, there is a point of viewing gaining momentum that the days of Indexed UL dominance may be…

Working with a business owner who is looking for unique ways to attract and retain employees? If so, calendar a session with…

Working with a high-net-worth client who is facing a certain level of exposure to federal estate tax and is seeking strategies to…

Interested in a unique approach to building a durable income strategy with a bond-like asset that is largely immune to the current…

Do you have a client looking to provide guaranteed death benefit coverage to their loved ones with as little impact on current…

Ironically, the employees that mean the most to the success of the company often have benefit packages that offer far less than…

Long-Term Care Planning has become its own discipline, and the product solutions in that market require a unique expertise.