Resources & FAQs

Expert answers to your questions about sophisticated insurance strategies and estate planning

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Key terms and concepts explained in plain language

Using third-party loans to pay life insurance premiums, allowing policyholders to maintain investment liquidity.

A trust that owns life insurance policies, removing them from the taxable estate and providing control over benefit distribution.

Readily available cash to pay estate taxes, debts, and expenses without forcing asset sales.

A contract stipulating how business ownership interests will be transferred upon death, disability, or retirement.

The growth of policy cash value over time, which can be accessed through loans or withdrawals.

The process insurers use to evaluate risk and determine policy pricing and eligibility.

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