IN$MAX strives to deliver value to our advisors. Please see several ideas below designed to help you solve your clients goals:
1. High IRR SUL Pricing
2. Sequence of Returns Risk Minimization
3. Life Insurance as an Asset Class
4. Concentrated Stock Alternative – Asset Diversification Strategy
5. Premium Finance
6. Foreign Nationals
7. Special Needs Planning – House Design
8. Term vs GUL w/ROP. Guaranteed IRR
9. Good News Review
10. Asset Based LTC & Annuity Funded LTC
11. E-CLAT (Enhanced Charitable Lead Annuity Trust)
12. Increased Limits for Private Equity Key Person & Charitable Giving Increases
13. Living Benefits: Insurance you don’t have to die to use
14. Split Dollar Key Employee Retention and Recruiting
15. Substandard Term Options
16. 1035 to Term (Protective)
17. Municipal Bond Re-Allocation
18. Underwriting Niches
a. HIV Positive
b. HEP C
c. Marijuana
19. Business Valuation – Complimentary
20. Tax Act Opportunities and Benefits
21. Tax Bracket Summary
22. Seven Pay Funding for SERP
23. C Corp Executive Benefits
24. Estate Planning for Under $20 Million Estates