by Greg Bates | Sep 13, 2021 | Financial Industry News, Insurance Planning
BKA Financial & Proformex have entered into a strategic partnership aimed at improving the life insurance ownership experience for clients. Their objective is to further redefine the industry standard for post-sale policy servicing by providing easier access to...
by Greg Bates | Nov 9, 2020 | Estate Planning, Financial Industry News
The 2020 election has been fraught with uncertainty and anxiety for most voters. As the dust settles and a clear winner emerges, what does it mean for high and ultra-high net worth families and their estate plans? Although Congress remains divided with Democrats in...
by Greg Bates | May 29, 2020 | Financial Industry News, Insurance Planning
The interest rates on loans, including bonds, are at an unbelievable low due to the global pandemic. This will affect the health of existing life insurance policies. What’s Happening Whole Life and Universal Life (not variable or indexed). These are called...
by Greg Bates | Mar 23, 2020 | Business Planning, Charitable Planning
Charitable planning in advance of the sale of a closely held business sounds like an effective way to minimize income taxes. The business owner donates stock to a charitable organization or to a charitable trust and receives a full fair market value (FMV) deduction...
by Greg Bates | Jan 16, 2020 | Estate Planning
Clients are concerned about the potential impact of an administration change in 2020, and many planners are already taking action. According to a recent survey of 720 Trust & Estates readers, some 55% report that their clients have expressed consternation about...
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