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Financial advisors understandably seek value for their clients. They may feel an ethical and professional obligation to seek the lowest-priced insurance or heavily weigh price-for-value when they evaluate insurance options.This prioritization of cost, however, runs...
"Insurance premium payments are one of the areas where clients often think it is harmless to pay the premium directly even if there is a trust or entity involved. If there is a lease agreement in place for use of the home or vehicle, direct payments may be proper....
What flexibility can a premium financed life insurance inside a SLAT create? We will discuss the potential role of Premium Financed Life Insurance in a Use it or Lose it SLAT. Purchasing an accumulation-oriented life insurance policy (maximum premium/minimum death...
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