For substantial estates, the right amount of life insurance can mean the difference between wealth preservation and forced asset sales. Here’s how to calculate the coverage your estate may need.

How ultra-high-net-worth families use life insurance estate planning to manage estate taxes, create liquidity, and preserve wealth across generations.

Discover the key differences, tax implications, and why sophisticated estate plans use both to protect wealth and legacy.

Avoid costly errors with your ILIT: learn the ten most common mistakes that can jeopardize estate tax benefits, liquidity, and your family’s legacy.

Learn how to reduce tax exposure, create strategic liquidity, and protect wealth after a business sale using advanced life insurance and premium financing strategies.

Discover how strategic ILIT planning and structured life insurance can provide business owners with liquidity, reduce estate taxes, and preserve their family legacy.

An Irrevocable Life Insurance Trust (ILIT) is a powerful estate-planning tool that can keep life insurance proceeds out of your taxable estate while protecting assets for your heirs. This practical, step-by-step guide explains each stage.

Learn how an irrevocable life insurance trust protects wealth and how an estate planning trust reduces taxes. Start securing your financial legacy today.

Estate taxes can pose a serious financial challenge for foreign nationals & wealthy global citizens with U.S. assets, but there's a...

Ever wonder how to generate $584,000 a year, income tax-free, for life? Today, I’m breaking down exactly how to do it—starting with a $20...

This is a $20 million life insurance design for a 40-year-old. Location doesn’t matter—this strategy works nationwide and even for global investors with U.S. assets. We’ll break down term versus permanent policies, premium financing, and tax-free distributions. By leveraging the right structure, you can maximize returns and build long-term wealth. Let’s dive into the details and see how this strategy works. I can create a custom design just for you! Let's have a quick chat to

Jaw-Dropping Case Study Results Revealed! This video will explore premium finance options for a High Net Worth couple looking into a $10...

Outsmart the IRS Legally! Are you a high-earning business owner or executive struggling to save on taxes? Maxed out on 401(k)...

Let’s talk about premium finance life insurance and why a second opinion could save you big. A client brought me a $5M proposal—sounds...

As business owners, we deal with constant challenges. And this summer, the Supreme Court added to the mix with a major ruling on buy-sell...

Archimedes famously said, "Give me a lever long enough and a fulcrum on which to place it, and I shall move the world." Today, we'll...

Are you looking for the best way to get life insurance? In this informative video, we dive deep into the process of financing your life...

Hey everyone! Today, we're diving into cash value life insurance—a topic often misunderstood but incredibly important. There's a serious...

Ever wonder what sets the Rockefellers apart from the Vanderbilts? Today, we’re diving into a tale of two families and how their choices...

Retirement planning does not have to be a mystery. Subscribe: youtube.com/channel/UC1QfA0pOK5sF_KIgE9359WA?sub_confirmation=1 Schedule...