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...
Bridge Products & When to Use Them

Bridge Products & When to Use Them

Wow! What a difference a couple of months can make.  While the life insurance business is still a very important part of any planning, I think we may have taken a back seat recently. While you may not have noticed it, one of the newest offerings in the life industry...

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