Jul 12, 2023 · However, the changes vary by insurance carrier and depend on the type and frequency of use. Here are several issues surrounding the impact of marijuana use on securing life insurance …

Nov 1, 2007 · The life insurance industry has been working for years to create strategies that would enable donors to find money to pay premiums for a life insurance policy on their lives that is owned …

Jan 10, 2024 · Though hardly a new concept, the use of cash value life insurance as a tax-advantaged investment for retirement seems to be enjoying a marketing renaissance these days. This particular …

Mar 21, 2019 · A frequent speaker on complex life insurance arrangements, including planning applications of private placement life insurance with family offices and law firms, Mike has spoken at …

Nov 20, 2024 · Life Insurance Planning With Closely Held Companies in a Post-Connelly World Five alternative strategies for businesses to consider on a shareholder’s death.

Feb 5, 2025 · Life Insurance: A Path Forward in the Advanced Markets in 2025 Estate tax uncertainty may call for a more holistic approach.

Oct 1, 2012 · Life insurance has many uses in charitable gift planning, especially in high-end, sophisticated gift planning. As a way to provide a benefit to charity and also provide tax or other …

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Mar 28, 2023 · Innovations in the annuities space give clients the income and flexibility to navigate an uncertain economy.

May 1, 2004 · The Problems With PPLI Usually, clients buy private placement life insurance more as an investment vehicle than because they actually want life insurance. But unfavorable rulings and …