(A)ESOP's Fables - The Income and Estate Tax-Free ESOP
Papa Has a Brand New Bag
All in the Family – Introducing Family Owned Life Insurance™ (aka FOLI™)
TAKE A CHANCE ON ME! PART II - Embracing the Magic of Private Placement Life Insurance and Private Placement Variable Annuities
TAKE A CHANCE ON ME! Tax Planning During the Biden Administration
NOWOTNY KNOWS SQUAT! Part 2 Using PPLI and PPVA Annuities to Raise Assets Under Management and Sell More Life Insurance
INTRODUCING MALTA SPLIT DOLLAR
Private Placement Life Insurance Discussion Podcast
ROCK OF AGES video
PRIVATE PLACEMENT LIFE INSURANCE WEBINAR
THE WAY WE WERE
Mad Dogs and Panameños!
Dark Side of the Moon
Main Reason To Be Selling PPLI Now
What a Difference a Day Makes!
One Note Samba
Litigation attorneys have had the ability to defer contingency fees since 1994. You are hard pressed to find another profession that has this tax advantage. Hedge fund managers have been running and winning the “Death Race”...more
Learn how to convert tax deferred dollars into tax-free dollars using Malta Split Dollar....more
Overview - This article discusses the use of private placement products - private placement deferred variable annuities (PPVA) and private placement life insurance (PPLI)- in post mortem income tax and transfer tax...more