Insurance Trusts – Are Your Clients in Good Hands?

The single largest personal investment for couples between thirty and sixty years of age is often their personal home.  The mortgage payment on a $400,000 home is $2,416 a month, the national property tax rate average is 1.19%, and the average homeowner insurance cost is $2,300.  When you look at the total investment over the span of

2023-03-16T13:01:27-05:00January 28th, 2022|

What is Life Insurance Financing?

Guest Post: Thomas Yaeger - Managing Director | Premium Finance Group, Pacific Western Bank Life insurance financing is a way to pay for insurance premiums for the purchase or maintenance of a life insurance policy. The term may also be used to describe the monetization of excess cash value within an existing policy. In a

2023-03-16T13:10:53-05:00January 21st, 2022|

Survey Points Out Why Family Offices Are Looking to the Life Insurance Trust Company as a Partner for Their Clients’ Life Insurance Trusts

The family office space has grown dramatically in the last few years. Today, there are over 2,300 family offices that have a minimum of $50 million in assets, which is up 23% from just a year ago. (1) The industry is exploding. These family offices provide a wide array of services to their clients, including

2023-03-16T14:16:06-05:00August 6th, 2019|
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