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A Concentrated Stock Solution

This short sales idea illustrates the use of life insurance to guarantee a teh value of a future stock price in a concentrated stock portfolio.
 

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5 Strategies Using B Trusts

Joe Ross with Protective Life presents on leveraging B trusts. In this video, Joe discusses five alternative strategies for B trusts with a particular focus on life insurance.

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Life Insurance & Estate Planning - Back To Basics

David Scott presents Life Insurance and Estate Planning - Back To Basics.
 
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Invest In Your Life

In this presentation, Hunter Mills with John Hancock discusses life insurance as an asset class in your client's portfolio and highlights the rate of return of the death benefit at life expectancy.
 

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Stop the Recession Now!

North American presents Linus Sudzius discussing several case studies in estate planning.

 
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