Insurance

Using life insurance to minimize estate taxes

Life insurance can be an effective tool to mitigate estate taxes on your client’s portfolio.

By Lisa MacColl |September 24, 2011

3 min read

UL commissions on the block

If you've been dragging your feet on any universal life applications, you'd better get your act together; not only is the cost for your client going up, but your compensation structure may also be affected.

By Staff |September 23, 2011

3 min read

Share wealth without the tax burden

Life insurance can be an effective way to transfer wealth from one generation to another.

By Lisa MacColl |September 19, 2011

4 min read

How to tailor insurance to affluent clients

Regular folks worry about debts, mortgages and the ability of their dependants to generate income after they die. High-net-worth clients don’t have to.

By David Wm. Brown |September 19, 2011

2 min read