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 | 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...
by Chris Wholehan | Jan 19, 2024 | Life, Long Term Care
Chris Wholehan, President Wholehan Marketing Over the last 6 months or so I have had many discussions with agents/reps. around the country asking them what is important to them and their clients lately. One answer continues to resurface time and time again:...
by Jack Nachtrab | Nov 2, 2023 | Life, Uncategorized
Jack Nachtrab Life Insurance Consultant One of the best features of term policies is the option to convert the death benefit into permanent coverage without needing to show evidence of insurability again. Paying attention to the conversion features and reminding...
by Chris Wholehan | Sep 27, 2023 | Annuities, Life
Chris Wholehan, President Wholehan Marketing Have you Tried E-Apps? In our post-Covid environment, we are realizing the adaptations we have made in our lives as a general response to not being able to interact personally with each other during the Covid pandemic. ...
