Life

Use charitable life insurance to trigger a tax receipt

Life insurance is an appropriate tool to generate funds for charities and to enjoy significant tax benefits both in life and death.

September 19, 2011

3 min read

Peace of mind costs less than lunch

Advisors are seldom in competition with other advisors and other product solution recommendations but they are in competition all the time with lifestyle.

By Helena Smeenk Pritchard |September 17, 2011

3 min read

Four ways to tailor life insurance for wealthy clients

Wealth brings its own set of problems, among them large tax bills and uncertain wealth transfer upon death. Even if your wealthy clients don’t like to talk about dying, you can reframe the conversation to be about legacy.

September 1, 2011

2 min read

Cutting underwriting times

Reduce the time it takes to get policies approved for wealthy clients

By Carmela Tedesco |September 1, 2011

5 min read