Holleman - Life Insurance Advisory
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“I find my greatest pleasure, and so my reward, in the work that precedes what the world calls success.” Thomas A. Edison

Holleman Library

The Holleman Library is designed to give our clients and the professional advisor community in-depth information and planning ideas from several sources.



Articles

Creating Tax Mitigation, Diversification, and Leverage in Grantor Trusts with Life Insurance

Enhancing Charitable Giving with Life Insurance

Have the New Lifetime Exemption Amounts Killed Life Insurance Premium Finance

Is Life Insurance the Answer to the Proposed Tax Increases

Life Insurance Policy Re-Pricing, 2.0 Life Insurance Companies Adjust...2020 Covid-19

Life Insurance Policy Re-Pricing_What Drove the Changes

Using the New Lifetime Exemption Amounts to Bolster or Save Existing Life Insurance


Please note that the information provided is given with the understanding that Holleman does not engage in the practice of law or accounting, or give legal, accounting, tax, or actuarial advice. You are advised to seek counsel in these areas from your appropriate advisors.

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