Category: Education

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...

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Life 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...

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Executive 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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