Our
Thinking

Tier One Interview: Kathy Bolton

Tier One: Life Insurance & Executive Benefits: The Executive Bonus IRC §162 Plan

Tier One: The Promise & the Path: An Introduction to Non-Qualified Deferred Compensation

Tier One Interview: Justin Man

Loans From Life Insurance: Your Own Private Bank

Tier One: Life Insurance With Foreign Grantor Trusts and Foreign Non-Grantor Trusts

Tier One Interview: Celeste Moya

Tier One: Valuing a Closely Held Business for Estate Planning

Tier One Interview: James Joyce

Cannabis Investors Face Life Insurance Challenges

Tier One Interview: Jerry Hester, CLU

Tier One: Loan-Based Private Split Dollar

Tier One Interview: Christiana Lazo

Tier One: Stranger In a Strange Land (Avoid PFICs)

Tier One: Understanding Indexed Universal Life (IUL)

Tier One Interview: Farah F. Rehman, CLU

Flexible Trust Funding Strategies

Second Thoughts: Decanting an Irrevocable Trust

Lost Opportunity: Failing to Use Your Life Insurance Capacity

Trust Me!