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Russell E. Towers, JD, CLU, ChFC, is vice president, business and estate planning, of Brokers’ Service Marketing Group. Contact him at [email protected]
Articles by this author
Wealthy individuals who hate to lose control of their assets might change their minds if they knew of a way to have estate tax freedom combined with flexibility.
August 2016 | LIFE | Read Article →
If your client is thinking about changing legal residency from a high-tax state to one that levies lower taxes, there are a few hoops they must jump through...
April 2016 | FINANCIAL | Read Article →
A grantor trust can use substituted cash for tax-free guaranteed survivor universal life insurance that benefits heirs and offers a great internal rate of return.
August 2015 | LIFE | Read Article →
Channeling after-tax individual retirement account distributions into guaranteed no-lapse life insurance can create a significant legacy for your client’s heirs.
May 2015 | LIFE | Read Article →
How wealthy estate owners can be persuaded to take action now while still preserving lifetime gifting flexibility for the future.
January 2015 | LIFE | Read Article →
The financial advantage of owning tax-free life insurance in an ILIT, when compared to other taxable alternatives, is truly outstanding in this continuing low-interest-rate environment.
June 2014 | LIFE | Read Article →
How to provide the solution to guarantee business continuation for the owner’s adult children while providing income security for the surviving spouse.
March 2014 | LIFE | Read Article →
If you’re a financial advisor
and some of your clients are
equity-heavy, you might need
to have a conversation about
April 2013 | LIFE | Read Article →
Knowing the kind of company their clients operate helps advisors
serve businesses better.
March 2013 | FINANCIAL | Read Article →
The tax-free financial leverage of using
life insurance to finance Roth IRA
conversions will enhance the net aftertax
inheritance for your client’s heirs.
September 2012 | LIFE | Read Article →
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