Life Insurance As a Retirement Plan
Learn how life insurance can help your family achieve their retirement goals!
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The Fifth Factor: IRC §7702 Changes Will Add Demand to an Already Hot Premium Finance Market
By Terri Getman, JD, CLU, ChFC, RICP, AEP (Distinguished) and Christopher J. Layeux, MBA, ChFC, CLU Premium Finance demand is surging and changes to IRC §7702 are an accelerant. On December 27th, 2020, the President signed into law the Consolidated Appropriations Act, 2021 (CAA). The legislation included changes to the interest assumptions used in IRC […]
2021 Insurance Barometer Study
Interest in life insurance has grown in the last year as a result of COVID-19 as people have realized that they have a clear need for life insurance. In fact, 31% of consumers said they are more likely to buy life insurance because of the pandemic as the 2021 Insurance Barometer Study by LifeHappens and […]
Insurance Financing Options for Clients Who Have Used Their Gift Exemption Amount
2021 presents a unique opportunity for individuals to accomplish significant transfer tax planning. The reasons for this include the following: An individual can currently transfer $11.7 million of property without gift, estate, and generation-skipping taxes. The current top transfer tax rate is 40%. Several strategies utilize interest rates that are at historic lows. However, the […]
