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Estate Planning & Insurance Review

The Importance of an Insurance Review September was “Life Insurance Awareness” month. The reality is...
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Planning For Business Owners

Planning for business continuity Only 30% of family businesses make it to the 2nd generation. ...
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Review Buy-Sell Agreements – Connelly Ruling

Review Buy-Sell Agreements – Connelly DecisionThe recent Connelly ruling may cause some business owners to...
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Another Life Carrier Implodes

Another Life Carrier Implodes- PHL VariableLast month the State of Connecticut placed PHL Variable into...
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Resources & Replays

CFP® CE ProviderAs a CFP® CE Provider, we offer insurance-based solutions education. We recently set...
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Creative Care Designs for LTC

Pay Yourself or Not One difference among hybrid long-term care products is the way claims are...
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Contract Language | Details That Matter

Contract Language – Details That Matter A life insurance policy is a contract with certain standardized...
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Selling High and CYA

As clients get closer to retirement, the sequence of return risk looms larger.  Since the...
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Avoid Estate Tax Exposure | Annuity Arbitrage

The current estate tax laws sunset in 2026 unless different legislation is enacted.  Some clients...
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Taxing Matters w/Income & Inheritance

2024 Tax Guides Below are two tax guides for your reference: 2024 Tax Guide (2pg) 2024 Tax Guide...