Insights

To Better Your Wealth

Fountain pen on legal documents for irrevocable trust planning and asset protection.

The Smart Guide to Irrevocable Trust Planning

Hourglass counting down to when the great wealth transfer will happen.

When Will the Great Wealth Transfer Happen? A Timeline

Planning for the 2025 highly compensated employee 401k limit with a laptop showing a rising graph.

Your Guide to the Highly Compensated Employee 401k Limit 2026

Desk with a briefcase and documents for planning a tax-efficient wealth transfer.

9 Strategies for Tax-Efficient Wealth Transfer

A family discussing the great wealth transfer and planning their financial future.

Great Wealth Transfer News: A Guide for Your Family

Planning to pass assets to heirs before death at a desk with a family portrait and notebook.

A Guide to Passing Assets to Heirs Before Death

A real estate investor with a life insurance plan surveys his city portfolio from his office.

A Guide to Life Insurance for Real Estate Investors

A notebook and fountain pen used to find the best life insurance policies for borrowing from fast.

Best Life Insurance Policies to Borrow From Fast

A notebook on a desk for planning a loan against life insurance cash value.

A Guide to Borrowing Against Life Insurance Cash Value

Businessman with financial charts questioning if retirement is a scam.

Is Retirement a Scam? A Better Way to Build Wealth

Notebook and pen on a desk for planning to borrow against cash value of life insurance.

Borrowing Against Cash Value of Life Insurance: Pros & Cons

Executive office desk overlooking a city, representing the financial security and wealth built with The AND Asset.

What is The AND Asset? A Simple Explainer

A notebook and pen on a sunlit desk for planning charitable giving with life insurance.

A Guide to Charitable Giving with Life Insurance

A business owner, a key person for life insurance, looking out an office window.

What Is Key Person Life Insurance? A Guide for Owners

A laptop displaying a retirement calculator with social security benefits on a desk with a notebook.

How a Retirement Calculator with Social Security Works

A desk with a book, pen, and glasses, outlining the steps for how to setup a revocable living trust.

How to Setup a Revocable Living Trust in 4 Steps

A notebook on a desk for understanding when a life insurance policy exceeds IRS limits.

Policy Exceeds IRS Limits? Understanding MECs

Gold bars in a safe, secured for estate planning with last survivor life insurance.

Last Survivor Life Insurance: An Estate Planning Guide

Luxury office of a top premium finance company with a laptop, gold pen, and city skyline view.

Top 10 Premium Finance Companies for Wealth Strategy

Key person insurance policy for a small business on a desk next to a family photo.

Key Person Insurance for Small Business: Is It a Must?

A laptop screen showing a life insurance calculator used to find a monthly payment estimate.

How a Life Insurance Calculator Finds Your Monthly Payment

A key person insurance quote ready for review on an office desk with a pen.

How to Get the Right Key Person Insurance Quote

Joint whole life insurance policy for a couple with wedding rings and a pen on a desk.

Joint Whole Life Insurance: Pros, Cons & Uses

An older couple and their granddaughter review a survivorship life insurance policy.

Survivorship Life Insurance Policy Explained

Executive desk with a planner and pen for high net worth tax planning strategies.

Actionable Tax Planning for High Net Worth Individuals

An older couple and their granddaughter review a survivorship life insurance policy.

Survivorship Life Insurance Policy Explained

An hourglass and notebook symbolizing the timeline for how soon you can borrow from your life insurance policy.

How Soon Can I Borrow From My Life Insurance Policy?

Scales of justice on a law book weighing the differences between an irrevocable and revocable trust.

Irrevocable Trust vs Revocable Trust: How to Choose

An elegant desk set for estate tax planning strategies to protect your wealth.

7 Estate Tax Planning Strategies to Protect Your Wealth

A home and manicured lawn, an asset protected by the benefits of a revocable living trust.

4 Key Benefits of a Revocable Living Trust

A journal on a desk for estate life insurance planning, overlooking a large property.

The Smart Investor's Guide to Estate Life Insurance

Man at a desk comparing term vs permanent life insurance policies.

Term Life vs Permanent Life: A Strategic Comparison

A handshake finalizing a life insurance policy gift for a nonprofit.

Life Insurance for Nonprofits: A Fundraising Guide

A desk with a laptop and legal documents needed to create an irrevocable trust online.

Create an Irrevocable Trust Online: A Simple Guide

Desk with a globe and notebook for researching insurance premium financing companies.

Top 4 Insurance Premium Financing Companies Reviewed

A desk with a notebook overlooking a city, planning whole life insurance for real estate investors.

The Investor's Guide to Whole Life Insurance for Real Estate

Executive desk with corporate owned life insurance documents and a city view.

Corporate Owned Life Insurance: An Owner's Guide

S corp officer life insurance policy on a desk, determining if the premiums are tax deductible.

Is Officer Life Insurance Deductible for an S Corp?

Business partners shaking hands to finalize a buy-sell agreement funded by life insurance.

Buy Sell Agreement Life Insurance: A Founder's Guide

A safe on an office desk protecting business assets with key person life insurance.

How Key Person Life Insurance Protects Your Business

A notebook with financial charts on a desk, outlining an overfunded whole life insurance strategy.

Overfunded Whole Life Insurance: Risks & Rewards

A luxury watch and leather planner on a desk for planning a premium financing life insurance strategy.

The Guide to Premium Financing Life Insurance

Executive desk with a planner for advanced retirement planning for high income earners with a city view.

Advanced Retirement Planning for High Income Earners

Scales of justice weighing the pros and cons of an overfunded whole life insurance policy.

Overfunded Whole Life Insurance: Risks & Rewards

Couple on a sofa using a retirement calculator for couples on a tablet to plan their finances.

Retirement Calculator for Couples: A Complete Guide

An irrevocable trust document on a desk, a key tool for estate planning and asset protection.

What Are the Benefits of an Irrevocable Trust?

A planner and pen on a desk, used for organizing a personal infinite banking strategy.

What Is Infinite Banking? A Balanced Guide

Older man at his desk using a life insurance calculator by age.

How to Use a Life Insurance Calculator by Age

Financial advisor helping a couple with their estate planning.

What Does a Financial Advisor for Estate Planning Do?

Using a life insurance cost calculator on a laptop with a notebook on a desk.

How to Use a Life Insurance Cost Calculator Correctly

A smiling family in their living room, secured by a family survivor policy.

What Is a Family Survivor Policy? A Simple Guide

A business leader uses key person life insurance to protect a valuable asset, a plant under a dome.

How Life Insurance for a Key Person Protects Your Business

Planning the pros and cons of a joint life policy at an office desk.

Joint Life Policy Explained: Pros and Cons