Leigh HarterSep 16, 20222 minIrrevocable Life Insurance Trusts (ILIT) They're not just about tax planning! For estate liquidity, where clients are heavily invested in: - Closely held businesses - Venture capital - Private equity - Hedge funds...
NFP Insurance SolutionsJun 29, 20221 minSuccess Story: Life Insurance Providing Liquidity for a Cross Purchase Buy-Sell AgreementQuick Facts Age: 32/39 Client goal: To provide liquidity for a cross purchase buy-sell agreement in the event of a premature death of one...
Ferne LandmanMay 13, 20223 minUnderwriting for Older Ages and in General…Where Did the Pandemic Leave Us?The landscape for life insurance underwriting at older ages shifted during the pandemic and purchasing life insurance policies for people...