Being in a leadership or ownership role in a business is not an easy task, a lot of time and work goes into the roles necessary to lead the company. … Read more »
WHITEPAPER: Group Term Life Insurance Carve-Out Plans
Employer-sponsored life insurance has traditionally played an important role in an executive’s pre-retirement planning for family and financial obligations. Many view the group life insurance plans as a large part… Read more »
Using Life Insurance to Supplement Retirement Income
Reasons for Life Insurance When it comes to putting aside funds for a Business Owner’s retirement, the options beyond qualified plans are limited. Owners of pass through entities are taxed on… Read more »
Tax Reform and Life Insurance Planning
AALU Tax Reform Update The AALU recently released an update on the much-anticipated tax reform and how it impacts life insurance planning. President Trump wanted to have the tax reform… Read more »