Insurance

831(b) plans allow for businesses to set aside tax-deferred dollars for uninsured risks, resulting in companies creating their own form of self-insurance.

Corporation redemption obligation isn’t a liability that reduces the value of the decedent’s shares

How today’s agents can get there.

What if your client’s annuity wasn’t an annuity?

What are the risks you need to discuss with your clients?

Helping skeptical clients hedge their bets on tax law change.

Estate planners should have a role in the overall risk management aspect of a client’s planning.

The RIA platform partnered with Griffin Distribution to offer annuities, life, disability and long-term care insurance.

Get creative with webinars and roleplaying.

A slightly unorthodox approach for collaborative advisors.