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Title: Premium Financing  Following is an email I recently received:  Over this past year I have been contacted several times

Title: Premium Financing This letter is to some family office advisors who retained me last year to analyze a proposed

Dear Mr. Client: It was a pleasure to speak with you last week and I appreciate the opportunity to review

This letter is to the management of a law firm. Multiple attorneys act as trustees for clients. There has been

Title: Donating a Policy to Charity  Good Afternoon:  It is my pleasure to be introduced to you. Your accountant referred

This letter is to a client explaining why the term blended whole life policy on his mother is failing:  Dear

Dear Mrs. Client:  Last week I promised you some numbers to put into perspective my thoughts that premium financed Indexed

How term blended whole life works… or not. It turns out that recreating letters of explanation to policy owners and