The new presidential administration is making big changes when it comes to taxing the wealthy, and the wealth transfer tax proposals have serious implications for grantor retained annuity trusts (GRATs).
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Category: Financial Services
Key-Person Policies
Preparing for the passing of key person is important for any business or enterprise.
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Life insurance premium financing: A potential strategy for your thriving business
Owning a business is the ultimate balancing act, and the bigger the company, the more complicated the task becomes. Business owners have to consider the financial and material needs of their businesses and their employees. While employees expect steady income and benefits, they also want the security of knowing they’ll still have a job— even…
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Using Life Insurance to Help Employee Retention
Learn how your clients can use life insurance to keep their high-quality hires.
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The Benefits and Drawbacks of Generational Wealth Planning
Many wealthy Americans even question whether leaving a large inheritance is a good idea.
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Preparing Your Clients For A Major Health Event
Learn how life insurance premium financing can help your clients use life insurance to reduce out-of-pocket medical expenses without liquidating assets for premium payments.
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7702: A Number to Know About Now More Than Ever
We’ll explain what Section 7702 says, what led to its creation and how new legislation may affect cash value life insurance policies moving forward.
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Selling Insurance Successfully in a Virtual World
How should you respond to the new normal for insurance selling and shopping so you can be successful?
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4 Ways to Establish Better Client Relationships
Learn four simple ways to strengthen client relationships, improve client retention and grow your business.
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3 Benefits of Premium Financed Life Insurance
Life insurance policies can facilitate business succession, estate planning and retirement goals—but they offer even more benefits when secured through premium financing.
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