A Buy-Sell Arrangement that Benefits the Living and the Dead
A Plan that Helps Business Owners Leverage Business Insurance Assets to Solve Their Need for Long-Term Care Coverage.
Can You Spend the Same Dollar Twice?
A Strategy that Solves the Erosion of Living Benefits that Occurs When Life Policies are also Used for Retirement Income.
Life Insurance Declines Turned into a Long-Term Care Success
Mid-60’s Couple with Extensive Medical History Benefits from Difference Between Mortality and Morbidity Underwriting.
Planning for a Long-Term Care Public Option
Helping advisors and clients make effective planning decisions around state level LTC legislation.
Rightsizing Your Permanent Insurance in Retirement
Repurposing Permanent Single Life Policies to Fund Care Costs for Both Husband and Wife Without Paying a $1 in Taxes.
Strategic Income from Downside Protected Life Insurance
How to effectively integrate permanent cash value life insurance products into a retirement plan.
The Long-Term Care and Estate Tax Legislation Hedge
Positioning Clients Today to Withstand Tomorrow’s Potential Changes to Long-Term Care and Estate Planning Legislation.
The Tax Time Bomb of Self-Funding Long-Term Care Costs
Clients Planning to Self-Fund their Long-Term Care Costs are Creating a Massive Future Tax Liability.