To stay in the loop about topics that are important and relevant to you if you're a CPA, Attorney or other professional advisor, take a look at one of our newsletters or events listed below. Check back often to see new resources, updated articles and new events.
UNSCRAMBLED
Term vs. Whole Life Unscrambled
Life insurance is commonly understood as a basic protection tool, similar to other types of property or casualty insurance.
SPECIAL NEEDS PLANNING
Special Needs Letter of Intent
Special Needs Planning Scorecard
Potential Planning
Pitfalls
Special Needs
Planning Dynamics
Income Tax Strategies for Every Season
Powerful Ideas: Personal & Income Tax
Personal Tax Deductions and Credits
Supplemental Life Insurance for Retirement
BUSINESS SOLUTIONS
Business Deductions and Credits
Buy-Sell Agreements for Businesses
Employer Owned Life Insurance Contracts
Executive Bonus Arrangement
PERSONAL SOLUTIONS
Basic Estate Planning Documents
Life Insurance Can Grow & Protect
Beneficiary Designations
Lifetime Gifting
CHARITABLE STRATEGIES
Charitable Giving Overview
Identifying Charitable Opportunities
The "Zero Estate Tax" Strategy
Charitable Strategy Considerations
