First, let’s break down what the Aligned Capital Strategy™ isn’t. It isn’t an IUL, a Variable Universal Life Policy, a Whole Life Insurance policy tied
Let me introduce you to the Aligned Capital Strategy™. The Aligned Capital Strategy™ uses a dividend-paying whole life insurance policy with a mutual life insurance
Why do so many people want to run away when they hear the words “life insurance”? The problem isn’t life insurance: the problem is the
Creating a private foundation is a rewarding but complex process that requires careful planning and strategic thinking. Unlike public charities, private foundations are funded by
Let me tell you a story about my first mentor. He was an older guy I met at a real estate investment club in 2001.
“The best bet you’ll ever make is on yourself.” –Warren Buffett You got where you are today because you bet on you. You had a
Private Placement Life Insurance (PPLI) is a sophisticated wealth management tool that offers high-net-worth individuals and families unique opportunities for tax-efficient wealth accumulation, estate planning,
Non-Qualified Deferred Compensation (NQDC) is a versatile compensation arrangement that allows highly compensated employees and executives to defer a portion of their income to a
An entity purchase agreement, also known as a stock redemption agreement, is a type of buy-sell agreement that businesses commonly use to ensure a smooth transfer of ownership when
Restricted property trusts, also known as restricted property agreements or trusts, are estate planning tools used to transfer ownership of assets to beneficiaries while imposing