Insights

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Apr 17, 20221 min read

Success Story of the Month: Life Insurance Leverage for an Illiquid Estate

Quick Facts Age: 42 Client goal: To provide predictable liquidity at death for estate taxes How the client was found: Client is a...

Apr 13, 20221 min read

Managing Trust Owned Life Insurance

Managing Director, Larry Lubin interviews Caroline Brooks, AVP & Counsel, Head of Advanced Markets at John Hancock to discuss managing...

Mar 20, 20221 min read

Success Story of the Month: From LIRP to Legacy

Quick Facts Age: 53 Client goal: To leave at least $1M to the daughter after taking lifetime income from the policy How the client was...