AALU: Trust Advisor Powers

Who’s Who – Are Trust Advisors Fiduciaries? Does It Matter? Clients are hearing much more… Read More

Case Study: Oxfam – Customized Executive Benefit Solution

OXFAM AMERICA is a global nonprofit organization that works throughout 90 countries in an effort… Read More

AALU: Malpractice Suit Against Trustees

Malpractice Suit Against Trustees Who Failed to Inform Beneficiaries of Potential Policy Lapse The successor… Read More

New Video: Long Term Disability Insurance

The year comes to an end and we enjoy the time with family and friends… Read More

Video: Long Term Disability Coverage

Do you have enough disability insurance coverage? Learn more about your options when it comes… Read More

Video: Long Term Care Insurance

In this video, we are going back to the basics and explain what Long Term… Read More

What can be Done with Old Life Insurance Policies?

The world of life insurance has changed. A secondary market has come of age in… Read More

Why so many Charitable Gift Annuities are Underwater…

Although many institutions that have offered CGAs to donors are concerned about the natural extension… Read More

Why you are Wasting Money if you Purchase Term Life Insurance for 20 Years or Longer

Most people do not question the need for life insurance. Life insurance is typically purchased… Read More

AALU: Charitable Giving Approaches Using Life Insurance

A Few Simplified Charitable Giving Approaches Using Life Insurance As clients search for ways to… Read More