Tier One: Live Long and Prosper from Your Life Insurance
At Life Insurance Strategies Group, we see our HNW clients use life insurance for a mix of estate planning and investment wealth transfer....
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Loans From Life Insurance: Your Own Private Bank
Taking a loan from your life insurance policy may be the solution to satisfy an emergency need for money.
Second Thoughts: Decanting an Irrevocable Trust
A popular saying on the television program Once Upon A Time was “all magic comes with its price”. This is also true for irrevocable...
Lost Opportunity: Failing to Use Your Life Insurance Capacity
In the life insurance industry, we regularly see prospective clients miss out when they fail to utilize the capacity for insurance coverage.
Trust Me!
We love it at Life Insurance Strategies Group when an individual client who is seeking an appropriate life insurance solution has done a...
Premium Financing: How HNW Clients Buy Life Insurance
Recently, a friend of mine who has been a private banker for over ten years, Anita, called to both vent her frustration and to ask for...
Young and Rich? What To Do!
Clients who have achieved wealth at a young age may have vastly different life insurance needs than traditional clients. At Life...
The Foreign National Client: Retain or Reinsure Risk? When Reinsurance Saved My Insurance Career
Previously, I discussed the larger role reinsurers play in writing policies on non-U.S. clients, particularly when issuing from non-U.S....
Underwriting Considerations for U.S. Life Insurance Producers Working with Foreign Clients
My phone rings a lot more these days with U.S. life insurance professionals calling and saying, “I’ve got an opportunity to work with a...
Creating a U.S. Taxable Estate by Accident: The EB-5 Visa Investment Program
In 2018, 9,602 EB-5 Visas were granted with over 48% of the recipients coming from Mainland China and over 80% coming from Asia. The next...
Mike and Mindy's MEC
As we do not sell products at Life Insurance Strategies Group, our team has become quite popular with attorneys seeking to validate...
Life Insurance and the Pre-Immigration Client
Every life insurance professional knows that life insurance can be used to reduce, defer or eliminate taxes when used inside of a...
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