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Selecting the Right Fiduciary to Design Your Captives Insurance Company (CIC)

Most Advisers Don’t Qualify as a (CIC) Fiduciary

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Is Your Business A Candidate for Captive Insurance Companies

The Legal Requirements & Funding Levels to Create Captives Are Reasonable

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The IRS Perspective on Captives Insurance Companies (CIC)

The Scrutiny of the IRS is Exposing the Shams, Scams and Shell Games

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The Tax Advantages of Your Own Insurance Company

Captive Insurance Companies Help You Manage Your Own Risk

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Be Your Own Insurance Company

Captive Insurance Companies, the Business Alternative

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Life Insurance Concerns & Myths

Life Insurance Has More Lies, Misunderstandings and Myths Related to It Than Any Other Financial Product

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The Impact of Tax Favored Treatment Insurance Products

The Tax Benefits of Life Insurance Work for the Living as Well as the Dead

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Women’s Financial Issues Need to Be Addressed

Women Disproportionately Suffer Economic Hardship as Widows

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Business Insurance Strategies That Work

Using Business Monies Wisely is a Bang for the Buck Proposition

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Cash Value Life Insurance, the Bond Alternative

Bond Accounts May Be Vulnerable to the Fed’s Interest Rate Upticks

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The One Percent Solution to Generational Wealth

Discounted Dollars Can Be As Low As Pennies on the Dollar

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Insuring Family Members for Generations

Insuring Children, Grandchildren, and Business Associates Creates a Multi-Generational Legacy

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Understanding the Value of Human Capital

Lifetime Earnings Can Accumulate to a Substantial Amount

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The Uninsured Among Us

The Underinsured Are A Bigger Demographic

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Making the Most of Legacy Gifts by Leveraging Life Insurance

The Highest Use of Money for Any One Financial Goal is the Goal

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Gathering the Right Information for Insurance Coverage Can Generate Serious Savings

Omissions May Cost Consumers Millions in Savings

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Using the Right Insurance Company for Your Health Status May Save You A Bundle

Matching Your Health Condition to the Right Insurance Company - Bidding Your Insurance Out

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Comparing Policies May Yield Significant Savings

Contrasting & Comparing Contracts Can Help You Sort Out the Best Value

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Life Events May Trigger Necessary Changes in Your Policies

Life Just Happens & Your Finances Need to Pivot with Those Changes

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A Policy Review Could Save You Real Money

You Need to Do an Annual Review; It Could Mean Money in Your Pocket