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.
The “Seasoned” Life Insurance Split Exchange
Repurposing life insurance assets to more directly address the needs of a retiree, including retirement income, funds to pay for care and leaving a legacy.
The Split Annuity Solution for Income and Care Planning
A balanced approach for retirees seeking to protect against the need for future increased, tax-efficient income and cost of care.
Becoming an Insurtech Enabled Advisor
With insurtech solutions seemingly on every corner, it’s critical to have a strategy for matching advisors to the right solution with the right opportunity.
A “Balanced” Approach to Accumulation IUL Case Design
Delivering superior consumer value and greater compensation than traditional accumulation designs.