What it Means to Make a Gift Under the Federal Gift Tax System
The legal, accounting, insurance and wealth management professions are constantly telling us what it means to make a gift and why it is important. I am guilty of that myself […]
How to Underwrite Pulmonary Embolisms
We often hear the term “blood clot” in association with a patient who has been lying in bed for a time after surgery. To prevent these clots from forming, clinicians […]
Higher Taxes are Inevitable – The Tax Time Bomb
In the time that it took me to review the US Debt Clock on www.usdebtclock.org – all of 25 seconds – in order to snip the picture below to paste it into […]
Flexible Planning Options with Universal Life Insurance
Carriers and insurance professionals have illustrated Guaranteed Universal Life (GUL) for years with the assumption that the FULL premiums would be paid as originally illustrated (usually for a lifetime). These […]
Underwriting Kidney Disease & Life Insurance Exam Prep
Your client’s life insurance case has been submitted and the underwriting process is almost complete! The client’s insurance exam has been done but NOW you find out that the medical […]
Fake News – Life Insurance Expenses are 3-4 Times Higher than Other Savings Options
I have been doing financial planning analysis in numerous capacities for over 35 years and will admit that I do have certain biases toward properly structured life insurance plans that […]
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