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Private Placement & Tax Mitigation

Much of the conversation coming out of Washington recently has been centered around the potential…

Life Expectancy vs. Life Insurance

Life expectancy is on the decline due to COVID-19. In a recent report published by…

Wealth Transfer Under the Biden Tax Plan

President Joe Biden is proposing to eliminate “stepped-up basis” on property transferred at death. Under…

The House considers impeachment: Where do we go from here?

Since the beginning of 2019, we have predicted, correctly, that actions in Washington would bring…

Tax Reform Accomplished

As 2017 drew to a close, Congress passed the Tax Cuts and Jobs Act (the…

Maturity Age for an Insurance Policy

On July 21, 2017, the Wall Street Journal published an article titled “This Life Insurance…

Congress Returns with a Full Agenda: What to Watch for in the Markets

Congress returns to Washington in June with only seven weeks to work before leaving again…

WealthPoint Announces New Insurance Partner

DENVER, March 16, 2017 – WealthPoint, a leading provider of business and life insurance advisory…

ACA Replacement and Market Reaction

Earlier this month, the Republicans issued their plan to replace the Affordable Care Act (Obamacare).…

A New Administration in Washington: What Tax Changes are in Store This Year?

For the first time in thirty years, enactment of comprehensive tax reform legislation is a…

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