Blog
Life Insurance
The “Seasoned” Strategy: Optimizing Life Insurance Assets With a Strategic Split Exchange
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Annuity Repositioning
A Split Annuity Solution for Doubling an Investment Overnight
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Loan Rescue
Rightsizing Your Permanent Insurance with a 1035 Exchange
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Loan Rescue
Rescuing Commercial Loans From Rising Interest Rates
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LTC Planning
The Tax Time Bomb of Self-Funding Long-Term Care Costs
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Life Insurance
Making the Case for Annuity-Based Asset-Based LTC Products
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Life Insurance
How to Use Your LTC Premiums to Reduce Your Tax Bill
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Life Insurance
Planning for a Long-Term Care Public Option
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Life Insurance