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 [...]