Key Person Insurance
Businesses regularly insure their tangible, physical assets like buildings, machinery, and equipment, but often overlook their most important asset — their people.
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Life Insurance as an Asset
The value of an investment portfolio is subject to market fluctuations. The amount of wealth ultimately transferred to heirs is based on the value of an individual’s investment portfolio at an indeterminate point in the future.
Estate Tax Perspectives
The US estate tax has a long history that stretches more than 100 years to 1914 when, during World War I, emergency legislation was passed to boost government tax revenues through the War Revenue Act of 1914. Since then, the estate tax has gone through 22 substantial legislative changes and almost 40 changes to the exemption and rate.
Life Insurance Policy Review
A thorough policy review should start with a current review of the insured’s personal, financial and/or business situation.