Planning to Purchase Life Insurance? Read This Before Your Next Doctor’s Appointment
When disclosing non-medical issues, less is more.
Look for these 4 Characteristics When Choosing a Partner on Premium Finance Cases
The right premium finance partner will provide fast turnkey solutions, rigorous stress testing, and a breadth of industry partnerships.
Premium Financing: What’s Hot and What’s Not in 2022
Morgan Goheen brings together an expert panel to discuss some of the recent changes and successful strategies in premium financing today.
LILP vs. ILIT: What’s the best entity structure to hold your premium financed life insurance policy?
Morgan Goheen brings together an expert panel to discuss some of the recent changes and successful strategies in premium financing today.
A Beginner’s Guide to Long-Term Care Insurance
Long-term care is expensive, but with the right planning and insurance, you can protect your financial future.
3 Strategies To Reduce Your Tax Burden Using Premium Financed Life Insurance
Save for retirement and provide for your heirs with the right life insurance plan
What is Premium Financed Life Insurance, and Should You Take Advantage?
Continue to build wealth and secure your future with premium financed life insurance
How Can You Plan for Long-Term Care?
Statistics say there is a 70% chance that you or your spouse will experience a need for long-term care, but most people wait too long before applying.
How to Be Tax Efficient With Your Investments
Tax efficient investing involves strategies to help reduce the impact of taxes. Investments have three tax flavors: taxable, tax-deferred and tax-exempt.
How Life Insurance Can Make Your Retirement Tax Free
Many people don’t know that Life Insurance can provide a wonderful vehicle for a tax-free retirement.
