AFR

Applicable Federal Rates (Long-Term, Mid-Term & Short-Term) used in estate planning.

Allocation Models

Portfolio allocation models developed for variable investment options in certain carrier variable universal life insurance products. They cover a wide array of asset allocation mixes and are designed to fit a range of investor risk tolerance.

Assets Newsletter

A business, tax, and financial newsletter.

Due Care Bulletins

Life insurance due care and client advocacy bulletins providing valuable insight and analysis.

Economic News

Quarterly Economic reviews and forecasts

Intelligence Reports

From evolving market trends to new legislations change is constant in our industry. Intelligence reports contain insightful commentary that addresses these changes and their impact on the life insurance market.

Pension Plan Limits

IRS cost-of-living adjustments affecting dollar limitations for pension plans and other retirement related items.

Split Dollar

Split Dollar is not a special type of life insurance policy. Rather an “arrangement”, usually between an employer and employee, in which the parties share the costs and benefits of an insurance policy on the life of the employee.

Wealth Perspective

Bulletins providing sophisticated insurance and wealth management services to family business owners, corporate executives, and other successful high income and high net worth individuals.