Author: Jeff Adler

Review Your Life Insurance Now Get a Free Appraisal

Recently, the attorney for a family office asked for help with a situation. The family wanted to transfer/sell two $10 million survivor life policies to another trust for planning purposes.¬†The policy owner went to the two insurance carriers to ask for the 712 values or Interpolated Terminal Reserve (ITR).¬†Though the two policies had the same […]

Traditional Whole Life Permanent Insurance-Primer

This is one of several products which can be designed to spec to meet your needs and objectives. Whole Life Dividends: Options For Growth As November comes to an end, something on the minds of participating whole life carriers and policy owners is dividends. For carriers, they may be wondering what the new dividend rates […]

Spousal Lifetime Access Trusts

Female Executive/Employee Burnout

Transferring Wealth-Grantor Retained Annuity Trust

Fitness Benefits Critical