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White Paper
Tuesday, August 27, 2024
Modern Life
The Strategic Use of Life Insurance in Divorce Settlements for High-Net-Worth Clients
Navigating a divorce among high-net-worth clients requires intricate planning to ensure financial stability and equitable asset distribution. This white paper delves into how life insurance can serve as a tool to secure financial obligations.
White Paper
Friday, August 23, 2024
Modern Life
U.S. Supreme Court Weighs in on Buy-Sell Agreements: What's Next for Business Clients
Discover insights from the latest Supreme Court ruling on buy-sell agreements with our whitepaper. Learn how the Connelly decision impacts estate tax calculations and explore strategic alternatives to safeguard your business clients’ interests.
White Paper
Thursday, June 13, 2024
Modern Life
The End of Noncompetes: Alternatives for Employee Retention
With the recent FTC ban on noncompete agreements, businesses must rethink their strategies for retaining top talent. This white paper explores a compelling alternative—split dollar arrangements—that can help advisors support their business clients to maintain employee loyalty while complying with new regulations.
White Paper
Monday, August 28, 2023
Modern Life
Four Creative Ways Your Clients Can Utilize Life Insurance
From minimizing tax burdens and equalizing inheritances to charity donation and building generational wealth, explore 4 creative ways your clients can utilize life insurance beyond traditional ways and unlock hidden benefits for a secure financial future.
White Paper
Friday, July 14, 2023
Modern Life
Maximize the Likelihood of Securing Coverage for High-Risk Individuals
In this white paper, learn how to: 1.) advise high risk clients, 2.) take the right steps to help clients with impaired risks secure favorable coverage, and 3.) best practices for developing a narrative and navigating the underwriting process.
White Paper
Monday, July 3, 2023
Allworth Financial
The Heart of the Deal
Explore the emotional journey and unforeseen challenges an owner will face when undergoing an external partnership, and then delves into how to overcome many of those barriers.
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