News & Updates

Stay up-to-date with news, industry trends, and tips from ECR.

Annuity Update May 200

ANNUITY MARKETPLACE UPDATE MAY 2022 Annuities, as you know are deferral instruments designed for specific problems. Today’s marketplace provides us: A++ rated carrier 7- year surrender (relatively short) Annual s&p point to point cap is 6.10% Annual s&p point to point uncapped is 38% Fixed account is 3.20% Something to think about…………………. “Kiplinger” says retirees […]

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Facts Long Term Care

Almost 70% of people turning age 65 will need long term care services and supports at some point in their lives.(Source: LongTermCare.gov, October 2017) > About 67% of nursing home residents and 70% of assisted living residents are women.(Source: Long-Term Care Providers and Services Users in the United States, February 2016, National Center for Health […]

Giving Away-Making Gifts

What Is a Charitable Gift?A charitable gift is a donation of cash or other property to, or for the interest of, a charitable organization. The gift is freely given with the primary intention of benefiting the charity.Whether given during lifetime or after death, charitable gifts are eligible for a tax deduction, but only if made to […]

Tax Law Advantages

No. 408: A Recent Change in the Federal Income Tax Law Designed to Benefit Wealthy Life Insurance Policyholders Posted: 01 Feb 2021 10:00 PM PST On January 10, 2021, The Wall Street Journal posted online an article by reporter Leslie Scism entitled “A Small Tax Change Is a Boon for Permanent Life Insurance.” The next […]

Choices……..

Choices…The fact of the matter is that you’re the only one who can decide what to do with your earning power and, by extension, with your life. The two are inextricably linked. Decisions on what you want to do with your earning power come from answering questions such as:Where do I want to live? Do […]

Defined Benefit Plans

Qualified Retirement Planning-Defined Benefit Plans   Now is the time to consider whether or not a qualified plan makes sense for you and your organization. There are several types of qualified plans and today we will focus on the defined benefit plan.   Defined Benefit Plans are appropriate for: High income professionals structured as self-employed, […]

Fixing the Value of your Business

What Conditions Must Be Met to Fix the Value of YourBusiness for Estate Tax Purposes?If certain conditions are met, a binding buy-sell agreement may fix the valueof a business interest for estate tax purposes. The purchase price, whether afixed amount or one determined by a formula, can be accepted as the estatetax valuation if these […]

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Executive Capital Resources
1000 Sheridan Road
Glencoe, IL 60022
Phone: 847.673.2677
Fax: 773.913.2877

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If you have received a life insurance quote and you still have questions or need to compare life insurance policies, call us at 847.673.2677 and we’ll be happy to assist you.

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