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Insights
Stay in the loop on NFPIS updates, industry trends, expert insights, and more.
The 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...
Jacob L. Hartz, J.D.
Oct 25, 2022
2 min read
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...
Jacob L. Hartz, J.D.
Apr 17, 2022
1 min read
Estate Planning Insurance
Life insurance can be a highly efficient, multi-purpose estate-planning tool when used correctly.
Jacob L. Hartz, J.D.
Nov 18, 2021
3 min read
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