Resource Center

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Gain a competitive advantage through the intellectual capital shared in these articles, white papers and advisor alerts.


Value Added Concepts
For Life Insurance

July 2011
Advisor Alert


Equity Index Universal Life

February 2011
Advisor Alert


Trust Assets at Risk - Part I

August/September 2010
CCH Journal of Practical
Estate Planning article


Trust Assets at Risk - Part II
October/November 2010
CCH Journal of Practical
Estate Planning article


Holistic Estate Planning
June 09/July 09
CCH Journal of Practical
Estate Planning article


Carrier Solvency
May 2009
Advisor Alert


The IDC Capital
Management Process


Succession Planning
Part I: What Prevents a
Business from Hitting
One out of the Park?

August 08/September 08
CCH Journal of Practical
Estate Planning article


Succession Planning
Part II: Business
Succession Is a Team
Sport
October 08/November 08
CCH Journal of Practical
Estate Planning article


Life Insurance:
Caveat Emptor
Use History as a
Guide for Reviewing
Alternatives
May 2008
Family Office Exchange
e-newsletter


CRT Part I:
The Aspiration
of Stewardship

October/November 07
CCH Journal of Practical
Estate Planning article


CRT Part II:
The Miracle of
Multigenerational Growth

December 07/January 08
CCH Journal of Practical
Estate Planning article


Sell Your Policy?
September 2006
Trusts & Estates article
examining the pros and
cons of life settlements


Split Dollar Run Amuck
November 2007
Advisor Alert


What Happened
to Policy Performance?

July 2007
Advisor Alert


Why Are Hedge
Funds Buying Insurance?
May 2007
Advisor Alert


Premium Financing -
Dangers & Opportunities

January 2007
Advisor Alert


Secondary Guarantees -
Buyer Beware

September 2006
Advisor Alert


Where’s the Risk?
Avoid the groundswell
of lawsuits surrounding
fiduciary responsibilities
for life insurance.


The Top Ten Mistakes
What to look for when
choosing life insurance.

 

 

 

 



Topics presented herein may also involve tax, legal, accounting or other issues. Neither The Insurance Design Center, LLC, nor any of its consultants, advisors, employees or insurance affiliates are in the business of offering such advice. The Insurance Design Center, LLC is licensed with the State of Illinois Division of Insurance and provides services in the capacity of an Insurance Consultant only. The information contained herein is not intended to constitute an offer to sell or a solicitation in connection with any product or strategy. Investment advisory services offered through M Holdings Securities, Inc., a registered investment adviser.

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