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August 2008 - Executive Brief for Financial Advisors
This issue focuses on the use of a qualified personal residence trust to
unlock premiums to fund large life insurance policies
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June 2008 - Executive Brief for Financial Advisors
This issues discusses Indexed Life
Insurance.
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March 2008 - Executive Brief for Financial Advisors
This issue discusses
Intentionally Defective Irrevocable Trusts (IDIT's).
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February 2008 - Executive Brief for Financial Advisors
This issue discusses Shared Death
Benefit Programs.
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January 2008 -
Executive Brief for Financial Advisors
This issue discusses splitting
a life insurance policy’s premium and death benefit between a client and
their irrevocable trust.
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