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Life Insurance Awareness Month

    Succession Planning for Family Business: Estate Equalization [Using Life Insurance]
    Product R + D

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

    written by Dave Henry

    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
    Succession Planning for Family Business: Estate Equalization [Using Life Insurance] was last modified: April 24th, 2023 by Dave Henry
    September 28, 2022
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  • Product R + D

    Asset Location & Tax Management Inside a Portfolio [Ideal Clients, Selling Points, & Case Study]

    by FIG Marketing September 22, 2022

    What is asset location and how is it a part of tax management within a portfolio? Sure, everyone’s heard of asset allocation in a portfolio. Asset allocation is simply the risk management…

    3 LinkedIn Facebook Twitter
  • Product R + D

    Life Insurance as Part of a Retirement Plan

    by Dave Henry September 8, 2022

    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) policy or a whole life policy, there…

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