Life Insurance for the Elderly
Final expense insurance is one of the fastest growing segments of life insurance sales. Boomers that bought term with the advice to invest the difference... Learn More
$10M STOLI Payout Voided
Prudential Financial Inc. won a federal judge’s approval to void a $10 million insurance policy on the life of a Delray Beach,... Learn More
Got a C-corp client?
Long-term care premiums paid by a C-corporation are, under current tax code, 100% deductible as a business expense. This needs to be... Learn More
Estate Planning: Immediate Annuities
There are three common scenarios that can arise in an estate plan in which an annuity can prove useful: 1. Providing for... Learn More
Wall St. Journal says:
Retirees thinking of relocating with long-term care insurance should be sure the policy will be sufficient in the new town. Check with a... Learn More