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The 12 Million Dollar Illustration

How much in new assets under management would you need to bring in to generate $100,000? We break it down for you and show the benefit of incorporating life insurance into your practice. Click here for the full-color, print-friendly PDF.

Related Posts

How to Remove a Life Insurance Policy from an Irrevocable Trust

Situation:  Because the One Big Beautiful Bill Act (OBBA) preserves and modestly increases the estate tax exemption to $15 million, rather than having the planned decrease go into effect, some clients may believe they no longer need to keep life insurance in an irrevocable trust. As a result, I am often asked, “Can a life […]

Has Life Changed? It May Be Time to Update Beneficiary Designations

 Situation: One of the most important decisions the owner of a life insurance policy makes is deciding who to name as the beneficiary. On the surface, a beneficiary designation may seem simple and straightforward, but they have the potential to be complex. Unfortunately, many people do not put much thought into the identification of a […]

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