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college graduation 1200x628
We walk through a specific strategy using a $ 400,000 life settlement in tandem with 529 plans to create a tax-efficient path to funding your grandkids' degrees.
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senior term insurance expiration options 1200x628
Millions of seniors nationwide reach ages 65 to 70 with a level term life insurance policy about to expire, assuming their only realistic choice is to let it lapse and walk away empty-handed.
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adult children fund parents care 1200x628
Many adult children today quietly find themselves slipping into a challenging, unexpected role: becoming the primary financial safety net for their aging parents.
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reevaluating ilits 1200x628
For decades, establishing an Irrevocable Life Insurance Trust (ILIT) was a standard estate planning recommendation for affluent families. Not today...
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advisors' fiduciary duty to explore a life settlement 1200x628
For many clients, a life insurance policy is one of the largest yet most neglected assets on the balance sheet.
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church non profit 1200x628
Many churches and non-profit organizations continue to face severe capital constraints, often operating with less than three months of cash reserves.
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