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THE LATEST

Knowledge & Insights Center

Jul 17, 2020
1 min

PWC: Businesses have been using captives for decades as a risk management tool

A captive insurance company is a subsidiary established by one or more commonly owned businesses to insure the risks of the controlling enti

Third-Party

Jul 17, 2020
1 min

Oxford: Plan for the Unexpected

From its origins in ancient times, insurance has evolved in response to the need for business owners to mitigate against or diversify from t

Third-Party

Jul 17, 2020
1 min

Oxford: Captives, Taxation / Legal

Case law impacting business owners who created captive insurance companies began in the early 1900s. This long-standing history of court dec

Life Insurance Can Ensure Business Succession Plans Succeed

Mike Olivia

Jul 9, 2020
5 min

Life Insurance Can Ensure Business Succession Plans Succeed

Third-Party

May 5, 2020
1 min

Denha & Associates: The Hybrid DAPT

A primary estate planning goal for most people is to hold on to as much of their wealth as possible to pass on to their children and other l

MarketWatch: 7 reasons to consider this little-known retirement saving strategy

Third-Party

Jan 9, 2020
1 min

MarketWatch: 7 reasons to consider this little-known retirement saving strategy

When liquidity, control, and tax advantages matter Despite enjoying the longest-running bull market in history, most preretirees have a sub

Inheritance Equalization: Distributing Assets Fairly and Equitably

Third-Party

May 1, 2019
1 min

Inheritance Equalization: Distributing Assets Fairly and Equitably

When Creating Your Estate Plan…you may find you have assets that are illiquid or aren’t easily divided among your heirs.

Estate Planning: The Spousal Lifetime Access Trust

Third-Party

Apr 2, 2019
1 min

Estate Planning: The Spousal Lifetime Access Trust

If You Have Significant Assets… and need to create a tax-efficient approach for transferring wealth, life insurance may enable you to leave

Forbes: Retirement Saving Starts Now: How Millennials Can Lower Their Tax Bills

William Combs

Jan 9, 2019
1 min

Forbes: Retirement Saving Starts Now: How Millennials Can Lower Their Tax Bills

Premium Financing: The Value of Choice, The Power of Credit

Third-Party

Oct 2, 2018
1 min

Premium Financing: The Value of Choice, The Power of Credit

Guardian’s Premium Financing Platform is supported by alliances with strong, reputable lending institutions that have continued to extend cr

Universal Life Insurance: Confusion Over Life Insurance Policy

Mike Olivia

Apr 19, 2018
1 min

Universal Life Insurance: Confusion Over Life Insurance Policy

5 Passive Wealth-Building Strategies to Add Three Days to Your Weekend

Third-Party

Apr 17, 2018
1 min

5 Passive Wealth-Building Strategies to Add Three Days to Your Weekend

Many people associate work with punching the clock, the 9-to-5 slog and saving for retirement.

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