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Insurance Insights

SECURE Act Prompts New Look at Survivorship Life Products

The passing of the Setting Every Community Up for Retirement Enhancement (SECURE) Act provides a phenomenal opportunity for you to revisit planning techniques and solutions that you may not have looked at in a while.  A New Use for a Traditional Planning...

Leverage Life Insurance to Maximize SECURE Act Opportunities

The SECURE Act (Setting Every Community Up for Retirement Enhancement) was recently signed into law in an effort to encourage more Americans to save for retirement. While a positive step meant to bolster retirement security nationwide, the legislation is expected to...

Charitable Giving Through Life Insurance

As we approach another holiday season we thought it would be an appropriate time to remind everyone how life insurance can amplify the overall dollar value and impact of your clients charitable giving.