Insights and Intelligence
Knowledge to Help Make Decisions
A MATTER OF CHOICE– This white paper outlines our process for choosing the life insurance carriers we work with.
DIVERSIFICATION 2.0: TAX ADVANTAGE FOR HIGH INCOME EARNERS– A renewed focus on tax efficiency.
NO ONE IN THE PILOT’S SEAT– This paper provides a critical examination of developments in irrevocable life insurance trust management and oversight that erodes the protections afforded to trust beneficiaries.
REACHING THE SUMMIT AND RETURNING SAFELY IN RETIREMENT– The purpose of this paper is to address specific strategies and supporting tactics for successfully navigating the spending phase of retirement by making sure that a client’s income lasts as long as the individual does.