Life

Premium Advice – The Return of the Large Case

At long last, it seems that clients are ready to make decisions again. The last 18 months have not been the first time in history that economic conditions have made clients nervous or apprehensive about making financial decisions. Many of my recent articles have been related to strategies with timely pertinence to the global economic […]

By Chris Paterson |November 4, 2009

5 min read

Responsibilities and liabilities of an executor

Assuming control of the deceased assets is one of the executor’s primary responsibilities. In an estate for outright distribution, the goal is to preserve the value of the assets until they’re distributed in kind or liquidated and distributed as cash. When an estate includes continuing trusts, or can’t be distributed after approximately one year of […]

By Danny Dochylo |November 1, 2009

5 min read

Insurance policies can deliver tax-free income

As licensed insurance advisors, how do we know when we’re fulfilling our clients’ needs for the proper amounts of insurance and providing the right products for their situations? It starts with due diligence, which must be performed when advising clients about insurance. First and foremost is to determine the proper amount of coverage. Typically, a […]

By John Jordan |November 1, 2009

5 min read

Insurance policies offer advantages

For the majority of people life insurance is a product which is used to provide cash and liquidity at death. The proceeds of the death benefit are traditionally used to pay off outstanding debts, such as mortgages or loans. And the cash serves to replace the lost earnings of the deceased. These proceeds allow the […]

By David Wm. Brown |November 1, 2009

3 min read