Questions should be raised now with any charitable gift of life insurance.
Clients must understand that they’re up against a multi-trillion dollar industry.
How to talk to your clients about the idea of selling their life insurance policies.
Clients and advisors need to fully understand the inherent risks of the transaction.
First understand the opportunity, the product and the loan.
Marrying income and gift tax efficiency.
Financing is best achieved when the client can afford to pay cash.
Are all discounts beneficial?
