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Alternatives to a Single Premium Immediate Annuity (SPIA) or Deferred Income Annuity (DIA)
Let us help you explore the entire market to find the best deal for your clients. Read our recent client case study. Problem A client who had done some planning work with M Williamson Insurance Services in the past sent over a referral client to us by the name of Jim. Jim was the president […]
How affluent individuals and families use PPLI for legacy planning
In recent years, private placement life insurance has emerged as a strategic tool for affluent individuals and families looking to optimize their investment strategies and enhance their wealth planning. The 2024 PPLI Market Report, researched and written by Life Insurance Strategies Group and Lion Street, reveals that new annual policy premiums for PPLI more than […]
Lack of a second business owner does not eliminate the need for effective buy/sell planning
The lack of a second business owner does not eliminate the need for effective buy/sell planning. A well thought out, formal agreement with proper funding can still accomplish the owner’s goals for the business upon their retirement, disability or death. We’ve all heard the stories of businesses without a plan in place, and one of […]
Advisors are key to a positive annuity purchase experience
With annuity demand expected to shatter records again this year, financial professionals should be prepared to discuss annuity options with their clients, especially since a recent survey from Nationwide shows that financial professionals play an important role in helping investors feel confident and have a positive annuity purchase. What is fueling annuity growth? The survey noted […]
