Underwriting
So much effort is put into finding the “best” policy but it is surprising that so many people put much
So much effort is put into finding the “best” policy but it is surprising that so many people put much
It is not uncommon for policy owners to have little understanding of the tax ramifications of their actions. Many times
I have lost track of how many times I have brought the concept of a life settlement to the attention
A law firm had about 50 policies on partners for deferred compensation purposes. The policies were being put in force
One drawback of modern life insurance illustration systems is that they cannot model real life scenarios. Most take current assumptions
Split dollar, intra-family loans, premium financing, private placement policies… the list of strategies and ideas can be extensive. Some of
Whether for gifting purposes, business transactions, trust exchanges, charitable donations or filing a 706, there are a number of situations
More than once we have been brought into situations where things just don’t add up and we have a difficult
Recently I was brought into a case by an attorney for the benefit of a business owner of significant wealth.
While I have earned a reputation as the “go to guy” for fixing problems, I continue my attempts to convince