by Jack Nachtrab | Oct 14, 2024 | Uncategorized
Jack Nachtrab Life Insurance Consultant In case you haven’t visited Wholehan’s website- www.wholehan.com -in the past few months, we’ve updated a lot of systems on there including our term quoter, e-applications, pre-screen questionnaires, carrier reference areas, and...
by Jack Nachtrab | Sep 3, 2024 | Life
The Supreme Court recently made a ruling in Connelly v. United States that has drastically changed the tax treatment of death benefit proceeds for buy-sell life insurance owned by a business entity. The case focused on how to value a company for estate tax purposes...
by Jack Nachtrab | Aug 7, 2024 | Life
Jack Nachtrab Life Insurance Consultant A key feature of term life insurance is the opportunity to convert the coverage to a permanent policy without needing to go through underwriting. However, conversions are something not a lot of agents/advisors mention....
by Jack Nachtrab | Jul 2, 2024 | Long Term Care
Jack Nachtrab Life Insurance Consultant Last summer, we saw a number of states start the process to implement state mandated LTC similar to what Washington did. As we sit in July 2024, here are some updates on a few states and the possible implications of new bills...
by Jack Nachtrab | Feb 8, 2024 | Life, Long Term Care, Tax, Uncategorized
Jack Nachtrab Life Insurance Consultant As tax season picks up many clients will be reviewing their finances, which brings opportunities to advisors for new planning and adjustments to existing plans. Here are some things to discuss and ask your clients during tax...
