Preserving wealth … and the bottom line … is critical to companies small and large. Add in a shift toward risk management and self-insurance in corporate America, and it’s easy to understand the appeal of Captive Insurance. (more)
Rewarding and retaining key executives is essential to the long-term success of a company. One of the most effective ways corporations can accomplish this goal is through skillful use of executive benefits programs. (more)
Life settlements are expected to grow into a $160 billion industry within the next decade. Due to stringent business standards and greater emphasis on transparent transactions that benefit the policyholder, life settlements are becoming increasingly more sophisticated. (more)
Your clients will be shocked when they learn that their Qualified Plan assets may be subject to the highest possible taxes. You can help your clients out of one of the biggest tax traps that exist today. QLife offers an array of strategies to reduce your clients’ tax burden and substantially increase the after-tax net worth they transfer to the next generation. (more)
Life insurance, including trust-owned life insurance (TOLI), is the foundation of sophisticated estate planning and wealth management. As a trustee, you know it’s imperative to actively monitor and manage the effectiveness of clients’ policies. BPA offers members access to (more)
In recent years, Premium Financing has evolved as a valuable tool for high-net-worth individuals to purchase the appropriate amount of life insurance to address the needs of business planning and to help execute strategies to transfer wealth. (more)