Year-End Insurance Planning

Posted on 11.18.15

Year-End Insurance Planning

As we share our tips for year-end tax planning, we also would like to share year-end insurance planning opportunities from Jeri Turley, president and Eric Hieber, principal, of BCG Companies.

Year-end is a great time to evaluate opportunities to utilize life insurance in various aspects of financial planning.  And, carriers are working hard to meet year-end sales objectives which may provide clients with opportunities to obtain improved pricing dynamics.

In this article we address the following strategies:

  • Leveraging annual gifts using life insurance
  • Taking advantage of the low interest rate environment
  • Year-end policy performance reviews

Full Article