Jordan Smith

Why College Coaches Are Being Paid With Split-Dollar Life Insurance

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At its core, the purpose for a split-dollar insurance program is to promote the long-term retention of a key employee.

Why Are So Many Universal Life Insurance Policies Failing?

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Neglect and lack of attention deserve most of the blame for failing UL policies.

Reassessing Risk: Indexed Universal Life Insurance As An Investment Alternative

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An overview of what indexed universal life Insurance is, how it works and the true nature of the risks.

The Value Of Life Insurance As An Asset

by Jordan Smith

One of the more challenging aspects of advising clients about life insurance is helping them to recognize that a policy is an asset rather than an expense.