Sample List of Tactical Plans
- Annuity Arbitrage
- Insurance as a Portfolio Asset
- Insurance as a Retirement Accumulation Vehicle
- Sale of Partnership Interest to Grantor Trust with Insurance
- Dynasty Trust
- Financed Indexed Universal Life
- Private Split Dollar
- Basics of Estate Planning
- Premium Financing with GRAT-assisted Roll Out
- Charitable Remainder Unitrust with Wealth Replacement
- Pension Rescue
- IRA Maximization
- Generational Split Dollar
- Captive Insurance Company
- Private Placement Variable Universal Life Insurance