Author Archives: Brendon D.
Do you have clients with qualified annuities that they expect to pass on rather than spend? Does the LIFO method of distribution leave your clients expecting to give Uncle Sam more than his fair share of their inheritance? Do you want … Continue reading
Watch our latest BREW for solutions to get some ideas little known uses for survivorship life insurance. Get creative with survivorships! Efficient funding for life insurance and passing on assets to future generations. Combine a small survivorship with a QLAC … Continue reading
The weekly Brew with special guest Jason Jafferis of Prudential presenting on Loan Rescue. Continue reading
Pension max illustrations for how to provide safety while also maximizing income in retirement Continue reading
Happy Throwback Thursday! Rates are always changing but the concepts don’t, let us know if we can help you help your clients.