Updated September 7, 2023, at 3:05 PM
This case study puts a magnifying glass on premium financing for an ultra-high-net-worth (UHNW) individual who has a unique aviation risk.
Read the full case study below or download the PDF version here.
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Updated September 6, 2023, at 10:29 PM You’ve had your initial consultation with a new client and in the discovery process, you’ve learned they own a variable annuity (VA). As part of …
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Updated April 10, 2024, at 12:02 PM Have you heard the old saying, “You’ve never been younger and healthier than you are now?” It’s true! When it comes to long-term care (LTC), …