Mar 30, 2023
What if business owners were the owners of their own policies and could fund them to build cash as they thought appropriate? That’s what Mutual of Omaha calls the Living Benefit Buy-Sell because it is designed to produce living benefits in addition to providing a death benefit. TBA’s John Felton sat down with Mutual...
Mar 24, 2023
When it comes to mirrored loans, what are some of the opportunities? Zach Gosselin sat down with Prudential’s Chuck Perrault to discuss what to do when your client’s policy has a loan last year. We've seen an uptick in requests for loan rescue this year, so we are rereleasing this episode.
The following questions...