White Paper

An underwriting roadmap for hard-to-insure clients

Not all risks are created equal. Advisors play a key role in helping clients who have health challenges, lifestyle factors or other impaired risks obtain the best possible life insurance offer.

Learn how to navigate trial applications, medical records requests, and underwriting narratives to help your clients secure favorable coverage.

White Paper

Ensure your Clients' Estate Plans are SECURE

Provisions of the SECURE Act may require advisors to revisit estate plans for clients who aren't utilizing their RMDs or who have qualified assets intended for the next generation. Some clients may benefit from strategies for using life insurance to maximize the value of qualified assets while minimizing their tax burden.

Stay informed and proactive to help clients meet their estate planning goals. Learn how to offset the taxes on qualified assets, structure investments for optimal distribution and navigate changes to inherited IRAs and new RMD requirements under the SECURE Act 2.0."

White Paper

Innovative Approaches to Helping Business Owners Achieve Financial Stability and Growth

Help your clients stay ahead with our research on innovative planning strategies for SMB owners.

Advisors play a crucial role in helping entrepreneurs safeguard their personal and business finances. Learn how alternative solutions for key person arrangements and transition planning can help your clients maintain flexibility and gain a competitive edge in today's challenging business environment.