Category Archives: Advanced Planning

Pension Max

A new way to approach Pension Maximization Strategies
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Sequence of Returns

Utilizing life insurance to help with the sequence of returns during retirement helps protect the clients portfolio, provides a legacy gift at death,…
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Intentional MECs

A smart look at utilizing Modified Endowment Contracts
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Premium Finance

A Proprietary Process for Premium Finance
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Estate Equalization

Transitioning an estate with a closely held business or farm does not need to be equal. Here is a look to help even…
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