An examination of how fee-only fiduciary advisors evaluate cash-value life insurance, and how differing objectives around liquidity, risk, and taxation shape those views.

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.