How to Diversify Corporate Assets and Enhance the Value of a Legacy December 21, 2017February 15, 2019 “A corporate asset transfer (CAT) strategy starts with the protection offered by a life insurance policy, and then builds on it by comparing the value of life insurance against a taxable investment.” Click here to read the full article. Continue reading...
Taxes and Transferring Life Insurance December 13, 2017April 23, 2019 “When business and family relationships change, people may need to move a life insurance policy from one person or entity to another.” Click here to read the full article! Continue reading...