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Insurance

risk management plan

Now that You Have Identified Your Risks, Can They be Avoided, Reduced or Insured?

Safeguarding Your Business with a Solid Risk Management Plan All business entities face risk.  Some aspects are insurable, while some are not. But just because it’s insurable, does that mean you should buy insurance?  Organizations today are transitioning from simply purchasing insurance to establishing a full risk management plan. Managing 4 Types of Risk Bruce […]

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Fixed Index Annuities Basics

The ABCs of FIAs

A Conversation with Jim Poolman [Editor’s Note: Jim Poolman is Executive Director of the Indexed Annuity Leadership Council, a coalition of life insurance companies that offer fixed indexed annuities (FIAs). He outlined the benefits of this stable retirement savings vehicle for the readers of Financial Poise.] What are Fixed Index Annuities (FIAs)? FIAs are contracts […]

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Long-term care options for retirees

Long-Term Care Insurance: What People of All Ages Need to Know

Long-Term Care Insurance Protects You and Your Assets The biggest threat to one’s nest egg or the assets that he wishes to leave his loved ones is not necessarily a recession or tumbling stock market, but rather the debilitating march of time that could cause them to face the kind of chronic illness or disability […]

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investing in life settlements

A Brief Overview of Investing in Life Settlements

The legality of investing in life settlements* (also referred to as a “life settlement”) traces back to a 1911 Supreme Court decision, Grigsby vs. Russell, 222 U.S. 149. In Grigsby, a life insurance company refused to pay out the death benefit proceeds on the grounds that the policy had previously been sold to a third party who had no insurable interest in the insured.

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In Trump Administration, Private Placement Insurance Has a Rising Role

In Trump Administration, Private Placement Insurance Has a Rising Role

This article introduces the private placement life insurance industry and reveals planning opportunities for its products in a Trump presidency—especially in light of his proposed tax reforms.

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Product to Consider

Reps & Warranty Insurance; A Product to Consider During a Sale Process

Building your business took hard work and time. Selling it requires the same. You can go through the research, find the right buyer, craft a strategy, and yet it can all come to a screeching halt when capital gets tied up in escrow. When your retirement is on the line, complications in the sale, questions about representations, and extensions in the timeline are not ideal.

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