Life Insurance in Today’s Estate Tax World
What to do with existing policies By Bill Boersma As might be expected, I’m getting more calls lately from advisors,
What to do with existing policies By Bill Boersma As might be expected, I’m getting more calls lately from advisors,
Three rules to remember for layering in a basic level of protections for your clients. While there’s likely no way
It can be a good, cheap solution for many clients. A younger attorney asked me some time ago to get
I periodically peruse the web to see what other insurance professionals are writing about. Sometimes I agree wholeheartedly and sometimes
The life settlement market isn’t what it used to be but it’s not dead. We have negotiated a couple of
I continue to be amazed at the willingness of consumers in the market to put significant life insurance transactions in
As the founder and principal of Opportunity Concepts, LLC, a life insurance consulting and management practice, my days are filled
I regularly get asked about the “Insurance Triangle”, what it is and how it plays into things. This is a
I was in Orlando at the Heckerling Conference when the January Issue of Trusts & Estates came out. Richard Harris
“Managing Life Insurance” by Bill Boersma We are pleased to have an article by Bill Boersma included in this month’s