Analyzing Life Insurance

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:

Live Case Study: Life Insurance Retirement Plan

Join us to walk through a live case study over a Life Insurance Retirement Plan (LIRP)

(Recorded on: 9/20/22)

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)

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)

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.

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: