Spousal Lifetime Access Trust (SLATs)
In case you missed it, the webinar replay is available on demand.
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In case you missed it, the webinar replay is available on demand.
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Join Dan Foley, CLU®, Senior Vice President, Marketing and Timothy Luberecki, ACS®, AFSI®, FLMI®, Senior Product Market Analyst, as they discuss the key elements of whole life insurance that every informed life insurance advisor should know.
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Leverage life insurance in a trust strategy to unlock advantages and benefits to help clients leave the greatest legacy possible. Help meet wealth transfer goals, including protection from taxes and creditors and addressing privacy and probate concerns.
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Securian Financial is changing the way they manage IUL portfolios starting September 15, 2023.
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This month’s LIBRA Underwriting Symposium was filled with important information, productive conversations, and great energy. During the event, several exciting announcements were made regarding the RGA-LIBRA partnership…
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In the realm of business planning, there are several paths that business owners may take to achieve their succession and estate planning goals. It is essential to tailor the right buy-sell plan and fund it, but it can be just as important to follow the formalities of the plan established.
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When you help a small business, it doesn’t stop there. Consider all the entities involved: the business, owner, employees, families and so on. And then think of all their needs…
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Estate planning and life insurance often go hand-in-hand, but moving your clients forward can be a challenge. The difficulty of mortality discussions, misconceptions around life insurance, and competing financial priorities all play a role…
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Along with family recipes, coin collections and other keepsakes, how about help with peace of mind and security?
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Life insurance isn’t just a policy, it’s a promise to protect the people and things you love most. Which is why at Legal & General America, they are focused on keep all their promises…
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