What Advisors Should Know About Hybrid Long-Term Care Policies
The 2006 Pension Protection Act offered tax benefits for plans with these features
By Henry Montag & Bill Boersma
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Life Insurance and Human Nature
A Reflection Midway Through a Career in Life Insurance
By Bill Boersma
Death Benefit as an Asset Class
Managing Estate Investment Objectives with Life Insurance
By Bill Boersma
The Tale of Two Policy Owners
Objective Information Shifting the Balance of Power
By Bill Boersma
Managing Life Insurance
Ongoing Management is Vital to Ensure Policy Performance
By Bill Boersma