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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

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)

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Split Dollar Webinar

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)

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Business Owner Retirement

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)

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Best-in-Class-Index-Options

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)

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The-Best-GUL-on-the-Market

The Best GUL on the Market

A Comparison of GUL products currently on the market.

(Recorded on 5/3/22)

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Discussing-Risk-Control-Indexes

Discussing Risk-Control Indexes

An analysis of IUL products utilizing the S&P MARC 5 (er) index.

(Recorded on 8/3/21)

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Turn-Key Premium Financing

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)

View the Recording

 

 

Below is a list of our case studies. Feel free to browse them at your leisure:

Split-Dollar-1

Split Dollar

A split dollar plan allows business owners to accumulate retirement income tax-free, making it an attractive offer for both themselves and their employees.

Review the Case Study
Insured Family Legacy

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.

Review the Case Study
Life-Insurance-Retirement-Plan

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.

Review the Case Study

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: