The following are several time-tested strategies that can help you pinpoint prospects that stand to benefit from leveraged planning and the power of putting borrowed funds to work.
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Category: Financial Services
Premium Finance FAQ: Answering Your Most Common Questions Related to Premium Financing
We know you likely have a lot of questions about premium finance for life insurance. This should give you some answers.
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Helping millennials turn retirement planning dreams into reality
The COVID-19 pandemic has had a nasty impact on millennials’ retirement plans, but there are ways you can help.
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5 reasons why joint tenancy is not a long-term estate planning solution
Why isn’t joint tenancy a beneficial estate planning decision?
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What the various wealth transfer tax proposals mean for GRATS
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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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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