FIG Marketing
  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community Relations
    • Events
    Product R + D

    Succession Planning for Family Business: Estate Equalization [Using Life Insurance]

    by Dave Henry September 28, 2022
    written by Dave Henry

    Updated March 18, 2025, at 12:12 PM

    Succession planning for a family business is often top-of-mind for business-owning clients as they near retirement.

    And for good reason.

    Family business succession plans are vital not only to your client, but their entire family to preserve harmony and execute business continuity. And one strategy to distribute business-owning estate is estate equalization using life insurance.

    Let’s dive into this concept and go over the ideal client profile, key selling points, an estate equalization case study, and more to help you determine when or if this strategy may fit a client’s situation.

    Continue Reading
    September 28, 2022
    4 FacebookTwitterPinterestEmail
  • Product R + D

    IUL vs. Whole Life Insurance: What Are the Differences?

    by Teresa Speir September 14, 2022
    by Teresa Speir September 14, 2022

    Updated August 6. 2024, at 1:28 PM Indexed universal life (IUL) vs. whole life insurance: which one is more beneficial and what are the differences? The truth is, “best” is often subjective …

    8 FacebookTwitterPinterestEmail
  • Product R + D

    Life Insurance as Part of a Retirement Plan

    by Dave Henry September 8, 2022
    by Dave Henry September 8, 2022

    Updated August 6, 2024, at 3:14 PM The unique features of life insurance make it a strong vehicle for achieving additional income distributions in retirement. When overfunding an index universal life (IUL) …

    4 FacebookTwitterPinterestEmail
  • 1
  • …
  • 26
  • 27
  • 28
  • 29
  • 30
  • …
  • 109

Subscribe To Stay Updated

Sign up to get notified of new posts.


Thank you for subscribing!

  • Facebook
  • Twitter
  • Instagram
  • Linkedin
  • Youtube
  • Spotify
Footer Logo

(800) 527-1155
FIGMarketing.com
Empowering Financial Professionals™

Privacy Policy | Terms of Use | Mobile App Privacy Statement

© 2025 Financial Independence Group, LLC. All Rights Reserved.


Back To Top
FIG Marketing
  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community Relations
    • Events