Infographic: How Life Insurance Can Help Along Life Stages
Explore. Protect. Grow. Secure. How can life insurance help clients along each major stage of life? This infographic helps answer just that. View infographic.
Market Insights: June as Good as it Gets?
June was a great month for the economy, with light vehicle sales up strongly and business surveys near expansion highs. There are few signs that trade and tariff concerns are having an impact on economic activity, at least for now. Read more.
Split Dollar in the News
Since 2016, few concepts have caught the attention of high-end insurance producers like “multi-generational” or “discount” split dollar. While promoters have marketed multi-generational split dollar to pass along family wealth on a deeply discounted basis, others wonder if the purported benefits are too good to be true. The Cahill case, in large part, provides us with the IRS opinion on that question! Listen in as Larry Brody, Esq., Partner, Bryan Cave LLC, and Randy Zipse from Global Atlantic discuss the Cahill case on multi-generational split dollar.Listen to this timely conversation at advancedsalesinsider.com or in iTunes or Spotify.
Keep the Family Farm in the Family
Building and growing a family farm requires attention to current operations – and planning for the future. What an owner wants to pass on to the next generation requires important financial preparation right now. The BOLD Family Farm Strategy helps you address this critical need with your farm business clients. The BOLD Family Farm Strategy Guide can help you understand business succession strategies in more detail – so you can help farmers identify the right option for them. View the guide.
Protecting Your Client’s Retirement Assets
Many times, people put sophisticated plans in place to pay for their lifestyle during retirement. These plans are designed to create an income stream to pay everyday living expenses. Unfortunately, many people fail to consider one significant expense – the cost of long-term care services. Read more.
Securities and Insurance Products: Insurance Products are not insured by the FDIC or any Federal Government Agency. May lose value. Not a deposit of or guaranteed by any Bank or Bank Affiliate.
We respect your privacy and do not wish to disturb you. You can unsubscribe to these emails online, or by sending a written request via U.S. Postal Service to: 555 South Old Woodward Ave Suite 612 Birmingham, MI 48009