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Contract Language | Details That Matter
Contract Language – Details That Matter A life insurance policy is a contract with certain standardized...
Selling High and CYA
As clients get closer to retirement, the sequence of return risk looms larger. Since the...
Avoid Estate Tax Exposure | Annuity Arbitrage
The current estate tax laws sunset in 2026 unless different legislation is enacted. Some clients...
Taxing Matters w/Income & Inheritance
2024 Tax Guides Below are two tax guides for your reference: 2024 Tax Guide (2pg) 2024 Tax Guide...
4 Resources to Save
IIC is here to help you with your client protection needs. We offer life, long-term...
Designing Your Life
Projections or guarantees? Life insurance is not the commodity many believe it to be. There are...
How to Be Wildly Successful
We are in the “people” and “planning” business! In our recent CFP® CE presentation Brian Alexander,...
The Feeling is Mutual
Who owns Who? (Special ALIRT Reports) The latest ALIRT report reflects a concerning trend for “offshore”,...
