Life

Should clients have adjustable insurance policies?

Adjustable insurance policies should offer value to consumers beyond simply addressing the desire to sign up for a new policy when premiums drop.

By Jessica Bruno |November 24, 2014

2 min read

Many advisors don’t realize that Whole Life insurance policies can be either participating (par) or non-participating (non-par).

2 min read

As gifting insurance policies becomes more mainstream, look to add value to any clients who want to lapse policies.

By Mebs Dhalla |November 14, 2014

4 min read

Using Aco. Corp as an example, we demonstrate how a firm should enter corporate-owned life insurance on its balance sheet.

2 min read