What is an ILIT?

ILITs were designed to avoid taxes on life insurance payouts.

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Has Fed Policy Ruined Your Life Insurance Strategy?

Fed policy has caused large portions of America to become suddenly underinsured.

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Five Reasons to Talk to Millennials About Universal Life Insurance

Why universal life could be an important part of your clients’ planning strategy, and why it could make sense to buy a policy sooner than later.

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Help Clients Have the Best Days of Their Lives

SPONSORED

By working with our clients, we help to turn their “somedays” into the best days of their lives. Sponsored by Prudential Insurance

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PPLI Makes Hedge Funds Less Taxing

Planning considerations when using private placement life insurance Investors who have an appetite for hedge fund returns, but find the potential tax bite distasteful, should consider private placement life insurance and private placement variable annuities.

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WHITE PAPERS

• How Will the Presidential Election Affect Your Investment Portfolio
• 5 Ways to Strengthen Your Client Relationships
• Navigating the DOL Fiduciary Rule
• 2016 Guide to Financial Alternatives
• Target-Date Evaluation and Selection
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