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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Three Reasons Businesses Need Key-Person Insurance
Here are three reasons your business-owning clients need to consider key-person insurance.
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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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Is COVID Diagnosis a Life Insurance Disqualifier?
Find out if a COVID diagnosis is a life insurance disqualifer.
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Mind the Gap: Why Your Coverage May Be Short of What’s Necessary
Many Americans may not have the safety net they think they do.
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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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High Net Worth Definition: What It Is and the Strategies Used to Reach HNW
Who are these high net worth individuals? What is the most accurate high net worth definition? How can you attain this wealth status? The following should provide clarity.
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How COVID Has Reshaped Views of Life Insurance
When it comes to coverage, close to one-third of people in the U.S. say the coronavirus has made it more likely they will obtain a life insurance policy
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