Check out our series of Life Insurance Comparisons & Analyses
Below is a list of our past, recorded webinars as well as upcoming webinars. Feel free to browse them at your leisure:
Salary Continuation Plan Utilizing Life Insurance
Help your business owner clients utilize life insurance to develop a salary continuation plan for their key-employees with 100% cost recovery.
(Scheduled for: 8/23/22)
Save Taxes Now, Get Tax-Free Income Later
A high-level split dollar strategy, utilizing life insurance, designed specifically for business owners
(Recorded on: 7/26/22)
Helping Business Owners Maximize their Retirement
A case study to determine life insurance products that are best for helping business owners save for retirement.
(Recorded on: 6/21/22)
IUL with Best-In-Class Index Options
A review of various index options for IUL products currently on the market.
(Recorded on 5/19/22)
The Best GUL on the Market
A Comparison of GUL products currently on the market.
(Recorded on 5/3/22)
Discussing Risk-Control Indexes
An analysis of IUL products utilizing the S&P MARC 5 (er) index.
(Recorded on 8/3/21)
Turn-Key Premium Financing
An enhanced premium financing strategy that allows your clients to leverage their contributions to generate tax-free income.
(Recorded on 10/18/21)
Below is a list of our case studies. Feel free to browse them at your leisure:
A split dollar plan allows business owners to accumulate retirement income tax-free, making it an attractive offer for both themselves and their employees.
Insured Family Legacy
Life Insurance is a powerful tool your clients may utilize when planning a legacy for multiple generations. Your clients may already be familiar with its primary use – providing money to their family or other beneficiaries after death. But the value of life insurance exceeds just that.
Life Insurance Retirement Plan
A Life Insurance Retirement Plan (LIRP) is a strategy that utilizes life insurance (typically an IUL) that is structured to maximize cash value.
Have any questions about these products and/or strategies?
If you have any questions or wish to access any of these products or strategies for your clients, please use the form to chat with someone from our team: