Annuities
IRA planning, charitable planning, LTC planning, simplified employee pension, single premium group annuity, social security.
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Tax & Legal
NEW 2019 Tax and Planning Guide, courtesy of Nationwide 2017 Retirement Planning Guide ASA 101J Advisor Kit Business Continuation: A Brief Comparison of Business Entities Federal Estate Tax Calculations John Hancock State by...
Read MoreLife Settlements
Additional Content Coming Soon! Life Settlement Pre-Qualification Form Life Insurance Settlement Association About Life Settlements Life Settlement Checklist Why It Takes a Good Broker to Get a Great Deal When a Client...
Read MoreExecutive Bonus Plan
An Executive Bonus Plan (Section 162 Plan), is an arrangement in which an employer pays premiums for a life insurance policy owned by key employees. It is a simple, selective employee benefit plan that can provide valuable life...
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