Private Briefing – Ownership Advisors

Over the years we have developed a series of timely briefings for clients and their professional advisors. For a current list of available topics, please give us a call.

Partial List of Popular Topics

Premium Financing
Chronic Illness Planning
Combining Philanthropic Planning and Life Insurance for Ideal Tax Results
Private Placement Life Insurance
Understanding Life Insurance
How to Analyze and Compare Insurance Illustrations
Insurance as an Asset Class for Multigenerational Estates
Exit Planning for my Business
Zero Tax Planning Strategies

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IDG Private Briefings
The Power of M Financial Group. How do my affluent clients benefit from proprietary pricing?Advisor Driven Insurance Suitability & Sustainability Analysis. What are the client benefits of this collaborative process?The Evolution of Life Insurance. What are my clients buying?The Family Gift Leaseback Wealth Transfer Strategy. Can my clients have their cake and eat it too?Life Insurance As An Asset. How can my clients magnify their legacy using life insurance?Combining The IDGT and Life Insurance. Why is this one of the best planning tools for transferring wealth?Selling A Muni Bond Portfolio To An IDGT. How can my client maintain asset control and maximize legacy wealth?Private Placement Life Insurance for the Ultra-Affluent. What are my clients being told about this asset?

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