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When it comes to providing your clients with life insurance solution, not every strategy fits all. Depending on their current situation and goals, life insurance needs will vary. We have designed the specific strategies to help advisors achieve financial success by offering their clients a variety of different solutions.
With proper planning, it is possible for older generations to utilize assets that are not needed for everyday living expenses and make more efficient use of them for the benefit of future generations, while still maintaining control over these assets. Learn how with our Insured Family Legacy!
Premium financing is an agreement that involves the lending of funds to a person, company, or trust to pay an insurance premium. These loans are provided by a third party, typically a bank, at favorable rates and the borrower will be required to pay the interest on an annual basis.
Split-dollar, when properly set up, is a tax beneficial arrangement in which a company and a person split and share a life insurance contract.
Life insurance has many uses; however it’s primary purpose is to provide financially for a family in the event of death. Your clients have a variety of options when it comes to planning for your family’s future. In this article, we discuss the potential advantages and drawbacks of the most common strategies.
