The use cases and tradeoffs involved with purchasing standalone term life insurance for future conversion into IBC-style whole life. by Ryan Griggs Context Long time readers will know that the primary focus of my writing here has to do with dividend-paying whole life insurance and its role in Nelson Nash’s … Read more

The 2024 Annual Think Tank conference was the best one yet! The feedback from those in attendance was overwhelmingly positive: “I really like that we are reinforcing the basic principles of IBC and structuring solutions that create the most safety and control for the client.” “Incredible event!” “I love the … Read more