Category: fixed defined benefit plans

Life Insurance in Aspen Colorado

I wanted to apprise you all of the tools and strategies that we are using with various types of Life Insurance and Insured products to assist clients in both high tax brackets as well as clients with a high net worth who are subject to the Estate Tax.

1. Advanced Estate Planning with

Friday January 29th, 2010 in Estat taxes, Estate Planning, Guaranteed Universal Life insurance aspen co, Whole Life Insurance Options and Reviews, fixed defined benefit plans, whole life insurance | 1 Comment »

Why annuities make sense in this market

What recent events have reinforced to me is that you want to diversify your holdings if at all possible, and generally try to stick to what works. Hedge funds were hot as were some local money managers, however in all but a very few cases this market has humbled even the most veteran traders… How the mighty hath fallen. So what does that leave us, where do we turn

Friday January 23rd, 2009 in Annuities, fixed defined benefit plans | No Comments »