Monthly Archives: January 2019

The Power of Education | More 2019 Tax Resources

The Power of Education At IIC we strongly believe in the power of education. Don’t miss our upcoming 2019 CFP® CE Webinars (10am-11am, CT): 02/27/2019 – Term Insurance: Details That Matter 04/24/2019 – Alternative Solutions to LTCi: Protecting Your Clients’ … Continue reading

2019 Tax Guide & APP | Brilliant at the Basics

  Another ‘brilliant’ idea shot down by the IRS Intergenerational split dollar is a valid concept for high net worth families to help future generations purchase life insurance for legacy planning reasons.  Split dollar rules and regs are quite clear … Continue reading