Florida Man Loses $12M to Estate Taxes
Heir to wealthy Florida family has $12M of will wiped out due to federal estate tax after forced fire sale
Archive for January 2020
Term Life Insurance
Term Life Insurance is an affordable product offering temporary coverage for a set period of time, also known as a
Whole Life Insurance
Whole Life Insurance is the oldest form of life insurance and designed to minimize risk while providing positive guaranteed returns
Whole Life: Taking Money Out
Withdrawing from a whole life insurance contract is drawn from the dividends basket as cash or a loan (should it
Survivorship Life Insurance
Under current tax laws, estate assets can pass from one spouse to the other free of estate and gift taxes.
Indexed Universal Life: Cash Value Accumulation
How are your premium dollars divided in this product? Basket 1. Cost of Insurance Basket 2. Company Expenses The remaining portion of premium
Indexed Universal Life: Taking Money Out
IUL has two options for taking money out: a withdrawal or a loan. When taking a withdrawal first, we access
Indexed Universal Life: Exit Strategy
A concept to exit the loan in a premium financed strategy using an IUL contract.
Indexed Universal Life: Flexible Design
Indexed universal life insurance provides a unique level of flexibility for your life insurance. It can help protect your family’s
Teri Boatman
Teri became an invaluable member of Ran’s team while at MetLife. She provides executive new business and client servicing and