The Life Insurance Audit

08/13/2024

Its that time of year when companies get their 45 page benefit renewal package. If you are a business owner or HR advisors, reach out to us at CorpStrat and let's have a conversation.

We encourage all of our clients to work closely with us to find the right tools to help their companies succeed, to grow, to attract, and reward the most important assets of every company, their people! This component is only one of the key ingredients that make their company successful.

12/27/2023

I have qualified for my industry's premier honor - Life Member of the Million Dollar Round Table, for the 29th consecutive year. MDRT membership is recognized internationally as the standard of excellence in the life insurance industry- representing the top 1% of Life Insurance producers in the USA.

01/12/2021

https://www.wsj.com/articles/a-small-tax-change-is-a-boon-for-permanent-life-insurance-11610283602

Life Insurance policies just got a boost form a new federal law that allows significantly more accumulations inside a contract. Look for new policies to become a favored tax-shelter.

Federal lawmakers’ big year-end spending package includes a little-noticed revision of the tax code that is likely to boost sales of life insurance, particularly for wealthy Americans.

12/29/2020

New Year Resolution idea - Consider a life insurance review - call your agent or contact us for a consultation.

09/01/2020

LTC insurance carrier Genworth is moving closer to finalizing a merger to stabilize their company. Good news for policyholders.
https://insurancenewsnet.com/oarticle/genworth-and-oceanwide-provide-transaction-update #

--Genworth Financial, Inc. and China Oceanwide Holdings Group Co. Ltd today provided an update on the status of their pending transaction. As part of the 15th waiver and agreement, which extended the merger agreement to no later than September 30, 2020, Genworth and Oceanwide agreed to an additional...

07/08/2020

Whats a COI? - Just a small detail that greatly impacts the performance of your Universal Life Policy. Are you paying attention...?
https://www.nhbr.com/tackling-cost-of-insurance-charges-in-life-policies/

06/28/2020

Great insight from Bloomberg

The Covid-19 pandemic has brought estate planning to the forefront of many people’s minds. Henry Montag of The TOLI Center East and Andrea Schanker of Schanker & Hochberg walk through key considerations for life insurance and estate planning during the this unusual time.

06/28/2020

THINKING you are covered =not the same as KNOWING

06/27/2020

Most people don't like to talk about death, or life insurance. Take the reins and have "the conversation" and be sure to review any existing policy regularly.

06/27/2020

A Life Settlement can be a favorable alternative to a policy lapse or surrender.

Here's a look at a sampling of recent transactions from a life settlement professional's book of business.