Jul 23, 2020
Each life insurance application has a separate page in which the insurance agent needs to complete or “field underwrite” about the why you are applying for life insurance. What are they saying about you? Mark Bertrang discusses Executive Bonus Arrangements, Key Person Plans, Buy-Sell Provisions, Deferral...
Jul 15, 2020
Most people have plenty of questions before they meet with a qualified attorney for the very first time to prepare a will or other estate planning documents. This is not a 'how-too' podcast; but, it's a how-do-I-prepare podcast. How-do-I-prepare to have a thoughtful conversation with a lawyer to draft one of the most...
Jul 9, 2020
How should you prepare to have a Will Discussion with a qualified attorney? What should you consider? What should you know? What should you be asking? How does the Life Insurance Asset play into these plans?