Jacob L. Hartz, J.D.Oct 25, 20222 min readThe Market for Integrated Insurance Planning Earlier this month, Wall Street Journal reporter Akane Otani tweeted an eye-catching chart from BofA, noting that "the 60/40 portfolio is...
Leigh HarterSep 16, 20222 min readIrrevocable 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 min readSuccess 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...