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