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Featured Publications
Practice Management: A professional approach to niche building
Obtaining Life Insurance in the Age of Big Data
Whitepapers
Obtaining Life Insurance in the Age of Big Data
Practice Management: A professional approach to niche building
Are You Using Your Annual Exclusions?
Art Financing
Basic and Advanced Strategies Chart
Captive Insurance Companies
Captives
Children’s Giving Trust vs. UTMA Account
Do You Have A Buy/Sell?
Donor Advised Funds vs. Private Foundations
Good Questions To Ask A Client
IRC Sec. 6166: Opportunity, Ruse or Fuse
Key Person Coverage
Life Insurance
Life Insurance and The Irrevocable Life Insurance Trust
Life Insurance as an Asset Class: 10 Pay Whole Life
Life Settlements
Loans to Defective Grantor Trusts
Obtaining High Limits of Life Insurance
Private Placement
QDot Explained
Restrictive Endorsement Bonus Arrangement (REBA)
Survivorship Life Insurance
Underwriting Process and Timeline
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