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Education is Key – Protect, Guarantee & Decide Later

At IIC we strongly believe in the power of education.  We offer education in the four key areas of insurance protection – life, disability, long-term care & annuities. Protect, Guarantee and Decide Later Clients that are in the home stretch of … Continue reading

The Price is NOT Right | More Regulations

Life insurance is being repriced due to new regulations  Certain life insurance products will be repriced or discontinued this year due to new life expectancy tables and reserve requirements.  Some insurers don’t want to contend with too much risk so … Continue reading

What’s New

New Article: Life insurance is a liquidity and leverage tool   Life insurance is considered by some as the swiss army knife of financial tools because of its many uses.  In my recently published NAPFA article, “Legacy Planning with Life … Continue reading

Do you hate annuities?  Dispelling the myths with facts

  Do you hate annuities? In a recent USA Today article, Why I hate annuities: Here are the reasons these investments are bogus, Ken Fisher boldly starts out by stating “I’d die and go to hell before selling an annuity”.  … Continue reading

LTCi News | HNW Solution

  LTCi News – Who’s in?  Who’s out? More changes in the LTCi marketplace . . . Mass Mutual has re-entered the brokerage market with their new traditional LTCi plan [available in most states] and we have access to them!  … Continue reading

Exploring LTCi Options

  Why Hybrids? Clients and advisors continue to gravitate toward hybrid long-term care solutions over traditional LTCi.  This is because a hybrid plan answers two key concerns surrounding traditional LTCi. 1.  It guarantees pricing which comforts both the client and … Continue reading

Annuity Solutions & Resources

  The annuity marketplace is rapidly evolving.  We continue to track the trends in the industry. – Some states are trying to invoke the fiduciary rule on annuities since the national attempt didn’t pass. – More insurers are developing new … Continue reading

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

Term, Term, Term . . . 40 Year Term Now Available!

  Change is the only constant and term insurance is no different.  Today the term insurance industry is rapidly evolving.  Below are some of the most interesting changes occurring. Product – 40-year term is now available for clients up to … Continue reading

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The information contained on this website is provided "as is" and does not constitute legal, accounting or tax advice. We are not acting as your attorney, accountant or tax professional. We encourage you to contact the appropriate professional for legal and tax information pertaining to your specific needs and circumstances.
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