Here are the Facts: At the first death, having a large IRA and a large home (1.5 million IRA and a 1.5 million home), it's forcing the use of the home into the Bypass trust. During pre-death planning I have used the QTip IRA trust to allow for a disclaime

Why do you include the word ''Equity'' in the product name for Indexed Universal Life? It seems that the industry has replaced ''Equity'' with the word ''Equity'' partially what drew the attention of FINRA IUL and produced 151A that applies to the Broker-

I made a presentation on the leveraged life insurance at my partner, Property and Casualty firm. The president passed it onto his estate attorney (to look for new opportunities) and this is what he/we got back: ''The people I spoke to told me the concept

We have two clients who are owners of an S Corp in California. 12 years ago their company was valued at $12 Mil. They created a Cross Purchase B-S agreement and funded the B-S with $6 Mil of permanent life insurance on each owner. Today, the company is va

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Simon "Stuffy" Singer presents Cash Flow Modeling.
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Bob Ritter reviews a Case Study that is based on the Good Logic vs. Bad Logic™ marketing concept. 

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