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This survey process provides those who understand legacy (re)insurance liabilities with a voice in the sector's future. #takethesurvey #retrospectivesolutions #GallagherRe

Is a shareholder cross-purchase insurance agreement a good idea? To avoid complications and ensure compliance with market values and tax regulations, it is critical that life insurance professionals such as those at Cedar Point Financial Services LLC annually review policies. Depending on the fact pattern, other style agreements and/or tools, Insurance LLC’s may be preferred. To learn more about the implications of this decision for estate planning and valuation strategies, read our latest article or contact Cedar Point Financial Services LLC. #lifeinsurance #lifeinsurancepolicy #protectwealth #estateplanning #preservewealth #estatetax #estatevaluation #EntityRedemptionValuations #buysell #businesssuccession

How can insurance firms prepare for tomorrow? Our own Patrick Dodge shares how insurers can thrive and grow now and into the future. #TeamWDAY

Is a shareholder cross-purchase insurance agreement a good idea? To avoid complications and ensure compliance with market values and tax regulations, it is critical that life insurance professionals such as those at Cedar Point Financial Services LLC annually review policies. Depending on the fact pattern, other style agreements and/or tools, Insurance LLC’s may be preferred. To learn more about the implications of this decision for estate planning and valuation strategies, read our latest article or contact Cedar Point Financial Services LLC. #lifeinsurance #lifeinsurancepolicy #protectwealth #estateplanning #preservewealth #estatetax #estatevaluation #EntityRedemptionValuations #buysell #businesssuccession

For high-net-worth individuals, a Private Placement Life Insurance (PPLI) policy could allow you to defer taxes on investment gains, protect death benefits and shield investments from creditors and lawsuits. Contact us to discover if PPLI could be a useful wealth strategy tool for you: https://hubs.ly/Q02r8H9J0 #privateplacementlifeinsurance #PPLI #assetprotection #wealthstrategy

Hi, I don't sell insurance, but it is a big part of the estate planning process for so many people and yet there are so many misconceptions about it. I hope this article is helpful for you! Link to article 👉 https://lnkd.in/eRfJXyiu #estateplanning #estateplanningattorney #estateplanninglawyer #trusts #trustsandestates #assetprotection #assetprotectionplanning #assetprotectionlawyer #massihlaw #massihlawllc

I'll be listening to the SCOTUS live-stream today, to try and glean any insights we can in how the Court will look at this important issue (for our industry). I do think the Connelly case provides a good example of the adage: "bad facts make bad law." Brothers, with very unequal ownership of a business, ignored their buy-sell agreement's terms, applied for the same amount of insurance on each for their buy-sell (despite the unequal ownership)... and the surviving brother acted as both executor and businss owner for settling the buy-sell. It's not the most sympathetic case for the plaintiffs - but it's important for clarity on how these cases should be handled, and what kind of review existing arrangements may require after the decision is handed down (likely in June).

Learn how often Reps and Warranties Insurance is used on recent private-target deals and how it impacts indemnification terms in our new report here: https://lnkd.in/gv-5D9_4 #RWI #Indemnification #DealTerms #MergersAndAcquisitions

At BUI, we partner with both mutual and stock insurance carriers, giving you a broad range of solutions to fit your clients' unique needs. This diverse portfolio empowers you to provide recommendations that truly align with their goals. #buiusa #lifeinsurance #lifeinsuranceagent #insuranceagent #wealthmanagement, #wealthmanager #estateplanning #estateplanningattorney #cfp #financialplanning

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