The Insured Retirement Advantage® redefines the application and potential benefits of life insurance premium finance. Customarily the financing of premiums has been reserved for higher net worth borrowers – who have the asset base, income and risk tolerance to [...]
Last year, all eyes were on Washington state as they passed the Long-Term Care Trust Act (also referred to as the Long-Term Services and Supports Act or the WA Cares Fund). This Act, the first-of-its-kind law Last year, all [...]
Watch Eric Christoffersen's conclusion of this special 2-part series on Estate Planning. Recap of the series: As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge value added and earn your [...]
As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge valued added and earn your client’s loyalty for life. While you can’t solve a client’s legal problems, knowing when to advise [...]
