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Charles L. Ratner

Charles L. Ratner is a commentator on life insurance and estate planning based in Cleveland, Ohio.

Charles’s Recent activity

If Your Referral Network Isn’t Working, Check Your Connections

May 10, 2023

Bridging the gap among different types of advisors.

Incorporating Policy Exchanges in ILIT Reviews

Apr 26, 2023

A due care checklist is an invaluable tool.

How Trustees Should Incorporate Life Settlements in ILIT Reviews

Apr 12, 2023

It’s important to build a robust file to support the ultimate decision.

A Boomer Couple Goes Virtual Window Shopping for Advisors

Mar 21, 2023

Key elements of a good investment advisor website.

A Trustee Designs a Template For ILIT Reviews

Mar 20, 2023

This standardized approach increases efficiency and reduces risk.

A Boomer Couple Interviews Investment Advisors

Mar 08, 2023

Listening to what they say and watching for how they say it.

A Life Insurance Agent’s To-Do List for 2023

Mar 01, 2023

Tactical adjustments for a better year and then some.

Helping Prospects Overcome Three Fundamental Planning Obstructions

Feb 01, 2023

Often all it takes is the right "nudge" to get them started.

Life Insurance Policy Themes for 2023

Jan 17, 2023

Shifting the focus from why to buy to how to buy.

IRC Section 6166 and Life Insurance

Dec 07, 2022

An ode to collaborative, multi-disciplinary planning.

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