performance evaluation

2018 Year in Review

This December, we’re taking the opportunity to reflect back upon the past year – and what a year it has been. At the forefront of the conversation has been the passage of the Tax Cuts & Jobs Act (TCJA) at the tail end of 2017. The TCJA promised sweeping reform across the insurance industry, both […]

7 strategies for repurposing life insurance policies

We’ve advised readers in the past against dropping existing life insurance policies simply because of the temporary increase in the estate tax exemption. Instead, now is the time to review existing policies, possibly simplify techniques or repurpose its use. Not sure how? Here’s a list of seven strategies for repurposing existing life insurance.

In Light of New Tax Law Should Existing Life Insurance Policies be Dropped?

Now that the Tax Cuts and Jobs Act has become law, some of your high net worth clients might be asking you whether they should maintain/continue paying premiums on an existing life insurance policy purchased to help provide estate tax liquidity. In situations where permanent insurance is no longer needed because the need for the […]