Tag Archives: Life Insurance

Life insurance is a vital estate planning tool intended to help you protect your surviving family members from significant financial burden and other economic risks that can occur when you pass away. In the simplest terms, a life insurance policy passes outside of probate to your beneficiaries, providing them with immediate funds to pay required […]

Just as annual medical check-ups help you maintain proper health, regular insurance plan reviews can provide invaluable benefits. Evaluating current insurance policies once a year or every two years can help to ensure your policies are keeping up with your changing circumstances and may even result in re-rated and reduced premiums. Too often, individuals purchase […]

The more wealth a family acquires, the more tools they need to preserve those assets for future generations and protect them from the long arms of tax agencies in the U.S. and abroad. One such tool earning the attention of family offices and ultra-high-net-worth individuals across the world is private placement life insurance (PPLI). In […]