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Estate Planning Strategies with High Net Worth Life Insurance
by Hiren Patel | June 1, 2022 | Estate Planning, Irrevocable Life Insurance trust, Planning concepts, Premium Financed Life Insurance When it comes to estate planning, life
[Case Study] Creating a Tax-Efficient Legacy with an Irrevocable Life Insurance Trust
by Hiren Patel | August 8, 2024 | Estate Planning, Irrevocable Life Insurance Trust Mike (Age 59) and Carol (Age 57) have an $18 million estate.
Exploring the Different Types of Life Insurance Policies
by Hiren Patel | May 4, 2022 | Estate Planning, Family Protection, Life Insurance Products There are several types of different life insurance policies. Life insurance
Understanding Life Insurance Retirement Plans (LIRPs): What They Are and How They Work
by Hiren Patel | March 2, 2022 | Accumulation A life insurance retirement plan or LIRP is a tax-efficient way for individuals to save for
[Case Study] How a Restricted Property Trust Lowered Our Client’s Tax Rate from XX.X% to YY.Y%
by Hiren Patel | September 14, 2016 | Business owners,Life Insurance case studies, Life Insurance Products, Planning Concepts, Restricted Property Trust. A Restricted Property Trust provides business owners
[Case Study] The Hidden Impact of Crediting Rates on Life Insurance Policy Performance
by Hiren Patel | March 3, 2021 | Life Insurance case studies,Life Insurance Policy review,Planning concepts. In 2008, Michael sold his successful manufacturing company at
