Author Archives: brookfieldpartners

Ever faced with an estate planning case that where Life Insurance would be the best resource to pay for a client’s estate taxes? Have you had the same scenario, but the client was uninsurable? When advisors are faced with an … Continue reading →

As Part 2 of this 2 Part Series, I would like to discuss strategies involving Corporate Split Dollar. These days it seems that advisors have gone astray from the Corporate and Business Markets and have focused mostly on pre-retirees and … Continue reading →

Are you making the most of split dollar? Are you familiar with split dollar? What we are talking about in this segment is Loan-Based Private Financing -or- Intra-Family Loans for you marketers. Split Dollar has been around for years and … Continue reading →

From time to time carriers announce Term Conversion campaigns from another carrier to their own carrier. Don’t forget, a lot of people sell term insurance year after year. Are you taking advantage of these opportunities? Do you know how? Many … Continue reading →

Do you have access to charities, churches, or other 501(c)3 organizations? What if you could show them a way to jump start their charity? Some organizations have taken this concept and turned it into a marketing mechanism, but the principles … Continue reading →

One of the least talked about highest impact services you can offer your clients is Beneficiary Planning – yet so few advisors offer these services. Beneficiary Planning isn’t just talking about beneficiary designation on individual life insurance policies, but includes … Continue reading →