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Forbes Article: Using the Federal Estate, Gift Tax Exemption Before it Sunsets.

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?

InsuranceNewsNet Article: Structuring life insurance premium finance when interest rates are high

In this InsuranceNewsNet article, Verite Group’s Michael Seltzer discusses structuring life insurance premium finance in a high interest rate environment.

Read the Forbes article, "Premium Financing: An Option for Disappointed Life Insurance Policyholders," by Michael Seltzer of Verite Group.

Forbes Article: Premium Financing: An Option for Disappointed Life Insurance Policyholders

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.

Read "Creating Golden Handcuffs with Premium Finance" by Verite Group's Michael Seltzer

Forbes Article: Creating Golden Handcuffs with Premium Finance

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.

Read the Forbes article, "How Life Insurance is Affected by Rising Interest Rates," by Michael Seltzer of Verite Group.

Forbes Article: How Life Insurance is Affected by Rising Interest Rates

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.

Read the InsuranceNewsNet article, "Premium Financing: Helping Heirs With Estate Taxes," by Matt Levesque of Verite Group.

InsuranceNewsNet Article: Premium Financing: Helping Heirs with Estate Taxes

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.

Get the Vérité Group case study, "Preserving the Empire."

Case Study: Preserving the Empire

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 the Verite Group Case Study, "Leveraging Lending Relationships for Optimal Results."

Case Study: Leveraging Lending Relationships for Optimal Results

Get this case study to learn how Vérité Group and lenders collaborate on premium financing programs yield financial advantages without increased cost.

Download the Verite Group case study, "Solving the Replacement Dilemma."

Case Study: Solving the Replacement Dilemma

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.

Download the Verite Group guide, "A Discussion About Premium Financed Life Insurance."

Guide: A Discussion About Premium Financed Life Insurance

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.