Life Insurance & Annuities
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Life Insurance & Annuities
Life Insurance Policy Reviews from a Planner’s Perspective (Journal Article)
This article appeared in the May 2020 Journal of Financial Service Professionals.
Life Insurance & Annuities
This article appeared in the July 2020 Journal of Financial Service Professionals.
Life Insurance & Annuities
Recognizing Cash Value Life Insurance as an Investment (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals.
Estate Planning
Removing the Irrevocable Life Insurance Trust as the Default in Estate Planning (Journal Article)
This article appeared in the March 2019 Journal of Financial Service Professionals.
Life Insurance & Annuities
This article appeared in the March 2019 Journal of Financial Service Professionals.
Life Insurance & Annuities
Should Annuities Be Purchased from Tax-Sheltered Assets? (Journal Article)
This article appeared in the November 2019 Journal of Financial Service Professionals.
Life Insurance & Annuities
The Risk of Being Risk Averse – and What to Do About it (Journal Article)
This article appeared in the March 2020 Journal of Financial Service Professionals.
Life Insurance & Annuities
U.S Tax Implications of Crossing Borders with Life Insurance (FSP Archived Webinar)
Program Overview In an increasingly globalized world, it’s common to work with individuals and families who plan to relocate to another country. This presentation will help you understand the U.S. income, gift, and estate tax implications when life insurance policyholders cross borders. It will also explain ways in which life insurance can be particularly helpful [...]
Life Insurance & Annuities
What Is Intergenerational Split Dollar and How Does It Work? (FSP Archived Webinar)
Program Overview Intergenerational split dollar is a means for a family member with significant assets to pay for life insurance on the life of a family member with lesser wealth. Typically Generation 1 (grandparents) pays for life insurance insuring Generation 2 (children) for the benefit of Generation 3 (grandchildren). The session will cover all the [...]