Welcome to our Insights Library – our knowledge collection of several educational articles and short papers to help you better understand customized strategies which can get you closer to your preferred future.

Business Continuation In General

Proper risk management for business owners involves making sure that in the event of an untimely death and/or disability of an owner; arrangements are in place to protect the interests of surviving owners and the deceased owner’s heirs. An untimely death of an owner without proper buyout agreements and...


Cleaning Up Prior Estate Planning

Due to the continuous increase in the gift, estate and generation-skipping transfer (GST) tax exemptions over the past 5 years, estate planning opportunities have never been as extensive...


What The Heck is This Policy Worth?

This paper summarizes the determination of the fair market value of certain permanent life insurance policies for purposes of transferring, gifting or selling the policy from one individual or trust to another. Historically, life insurance companies offered two types of life insurance: Annual Renewable Term Insurance...


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