NFP Insurance Solutions
Success Story of the Month: Life Insurance Leverage for an Illiquid Estate
Quick Facts Age: 42 Client goal: To provide predictable liquidity at death for estate taxes How the client was found: Client is a...
Insights
Larry Lubin
- Apr 13
- 1 min
Managing Trust Owned Life Insurance
Managing Director, Larry Lubin interviews Caroline Brooks, AVP & Counsel, Head of Advanced Markets at John Hancock to discuss managing...
NFP Insurance Solutions
- Mar 20
- 1 min
Success Story of the Month: From LIRP to Legacy
Quick Facts Age: 53 Client goal: To leave at least $1M to the daughter after taking lifetime income from the policy How the client was...