Coming Soon!

Advisor Toolbox

We’ve gathered resources from all over the site in one easy to access location!

Webinars & Events

Life Settlements After the Tax Cut and Jobs Act

Life Settlements After the Tax Cut and Jobs Act PRESENTED BY The ASA Group DATE: Wednesday, August 15, 2018 TIME: 10:00 AM – 10:30 AM CST OVERVIEW In this quick, 30-minute presentation we will cover the following topics: What are Life Settlements? How are Life...

read more

Is Split Dollar Dead?

Is Split Dollar Dead? PRESENTED BY John Hancock Caroline McKay, JD, AVP, Advanced Markets Counsel DATE: Monday, July 23, 2018 TIME: 2:00 - 2:20 p.m. (EST) INSIGHTFUL INFORMATION ON: • The valuation issues identified by the Tax Court in denying summary judgment to...

read more

The Latest Product and Industry Updates