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TBA's Life Insurance Link Up

Jun 22, 2023

In this episode, Vice President of Welcome Funds, Dan Ohman and TBA’s John Felton discuss the basics of life settlements, the tax implications, the overall process, and the sweet spot policies that make the most sense for pursuing a life settlement. TBA admittedly had shied away from the Life Settlements business when...

Jun 13, 2023

It's a question we hear time and time again: "Do I recommend buy-sell or key person for this business owner client?"

In this episode, John Felton and Zach Gosselin break it down:

  • The key differences between key person vs buy-sell
  • What scenarios each solution makes the most sense in
  • The tax implications for the business...