We all see the shifting political winds, and many are wondering about their implications on financial strategy. Our team is vigilant about these matters, and we have prepared a few insights to share with you in this article.
Thinking Outside the Nine Dots — CPR2℠: Exit COLI with All of Your Capital and No Taxation
For more than 40 years, we've been innovators in Corporate Owned Life Insurance. We've seen laws and tax rates change, leaving many companies with plans that are simply underperforming acceptable investment returns. In this episode, we discuss some of that history and how we help clients revitalize these old plans.