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

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