How to Reposition Assets for LTC

How to Reposition Assets for LTC

Have you asked your client recently, “Which asset do you want to use to pay for your long-term care?” Long-term care (LTC) can no longer be ignored as part of the financial planning process and should be a core portion of the risk management strategy when developing...
The Basics of Split-Dollar

The Basics of Split-Dollar

Many advisors I have talked with over the years hear the words split-dollar come up while discussing planning for their business owner client and are immediately turned off by the idea because of the presumptive complexity of this type of plan. However, split-dollar...
Policy Review Case Study

Policy Review Case Study

For many years people have been attracted to whole life insurance for the long-term death benefit guarantees and cash value growth, but what these policies offer in terms of guarantees, they often lack competitive pricing and flexibility.  Recently, one of our...

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