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Life Insurance

Interest Rates on the Rise – the effect of rising interest rates on popular insurance financing techniques used in estate planning

Topics: advanced markets, Life Insurance, Split-dollar

Interest rates are on the rise— and may impact popular finance techniques used in estate planning. Join Carly Brooks, AVP and Counsel for the Advanced Markets group at John Hancock on August 30th at 2:00 pm EST, as she explores some popular estate planning solutions that rely on interest rates and highlight the impact these…

Passion for Life – Ep 4. Control The Thing We Can Control

Topics: Finseca Foundation, Life Insurance, passion for life

Episode Summary: Nearing retirement and initially a bit hesitant when it came to financial planning, an educator developed trust for Ryan Smith, a financial advisor with Equitable Advisor through a series of earnest conversations and smart, strategic advice. Ryan’s impact on his client was deep and long lasting, affecting not only the few years…

House Reconciliation Package Includes Grantor Trust Revisions – Impact to LI

Topics: 2021 Tax Reform, Estate tax, Grantor trusts, Life Insurance, Tax, Trusts

September 21, 2021 Chapter 16 – Special Rules for Grantor Trusts If enacted into law, section 2901 of the internal revenue code would have significant impact on estate planning strategies that utilize grantor trusts. Grantor trusts have been utilized extensively in estate planning because of its unique property – namely, the grantor is considered the…

HPOF Campaign Webinar: Independent Distribution Leaders Discuss Thriving in a Pandemic

Topics: advocacy, Life Insurance

Member content, like this recording, is meaningfully subsidized by membership dues, and therefore is exclusively reserved and intended only for Finseca members as a valuable member benefit. We do not endorse or encourage members to share outside the Finseca membership without written permission from Finseca, which can be obtained on a case by case basis…

A Finseca Advanced Markets Insight: A perspective from Lawrence J. Rybka, JD, CFP ® Chairman and CEO of Valmark Financial Group

Topics: advocacy, Life Insurance, service

Member content, like this recording, is meaningfully subsidized by membership dues, and therefore is exclusively reserved and intended only for Finseca members as a valuable member benefit. We do not endorse or encourage members to share outside the Finseca membership without written permission from Finseca, which can be obtained on a case by case basis…

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