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The Tax Cuts and Jobs Act of 2017 provided a rare and invaluable map to affluent families and their advisors in the form of locking in the federal estate and gift tax exemption for eight years. How could a sunset to the exemption amount impact affluent families, and what can be done to plan for changes today?
In this InsuranceNewsNet article, Verite Group’s Michael Seltzer discusses structuring life insurance premium finance in a high interest rate environment.
When interest rates fluctuate (as they do), your life insurance plan may fall short of expectations. Vérité Group founder Michael Seltzer, a Forbes Finance Council member, outlines the ways premium financing can mitigate this problem.
Vérité Group founder Michael Seltzer, a Forbes Finance Council member, introduces restricted executive bonus arrangements, which can be an effective retention tools for professional partnership organizations.
How should rising interest rates shape your decisions around life insurance? Do your in-force policies merit a review? Vérité Group founder Michael Seltzer, a Forbes Finance Council member, offers ideas for high net worth individuals to gain advantage.
Vérité Group’s Matt Levesque explains in detail how a premium financed life insurance strategy allowed an aging widow underwrite a significant (and necessary) death benefit without overwhelming premium costs.
Learn how a Vérité Group premium financed life insurance strategy offset a family’s considerable estate tax liability AND provided liquidity to their estate.
Get this case study to learn how Vérité Group and lenders collaborate on premium financing programs yield financial advantages without increased cost.
A Vérité Group client, age 56, sought to reduce her annual premium expense and reinvest the money saved back into her business. Learn how a customized premium finance strategy met these challenges.
This easy-to-understand guide makes life insurance premium financing easier to understand. Download the guide for an end-to-end walkthrough of the process.