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Leveraging Life Insurance as a Corporate Asset Class
Every thriving firm needs liquid capital, a sturdy safety net, and a tax game plan that would make even the sternest auditor crack a grin.

How to Use Life Insurance for Succession Planning and Talent Security
High-growth businesses rarely plan goodbye speeches while juggling customer demands, yet leadership always turns over sooner or later. If that shift arrives without warning, spreadsheets

Life Insurance in Mergers & Acquisitions: A Due Diligence Must
When buyers and sellers hash out the details of a transaction, big line items like revenue quality and customer churn usually hog the spotlight. Yet

Deferred Compensation Plans Powered by Life Insurance
Recruiting top-tier executives is tough. Keeping them on the payroll through market swings, late-night pivots, and the occasional office coffee shortage is even tougher. One

Split-Dollar Life Insurance: What Business Leaders Need to Know
Recruiting rock-star executives is hard. Convincing them to stay through market hiccups, office renovations, and the occasional late-night product pivot is even harder. That persistence

Life Insurance as a Golden Handcuff: Retaining Top Talent
Recruiting star employees is like drafting first-round picks: exhilarating and expensive. But keeping them on your roster through expansion, pivots, and the occasional all-hands fire

Using Life Insurance to Fund Executive Bonus Plans
Executive bonus plans are like a good espresso shot, small in appearance yet powerful in effect, and when paired with life insurance they can keep

BOLI vs. COLI: Key Differences and Strategic Applications
If the letters BOLI or COLI make your eyebrows leap, you’re in good company. While they might sound like snack names, these acronyms influence how

The Risk Management Side of Bank-Owned Life Insurance
Banks dislike surprises. They prefer instruments that behave predictably, deliver steady income, and fit neatly within a defined risk framework. That is where bank-owned policies