[vc_row][vc_column][vc_column_text]Did you know that by gifting appreciated assets directly to a charity or through a Donor-Advised Fund, you could increase your tax savings by 3x or more? Read the article to find out on gifting appreciated...
[vc_row][vc_column][vc_column_text]The start of a new year is a great time to make sure you have plans in place to help support the goals you set. Do you have your financial plan in place? Please click the button below to read the piece which covers the 5 stages of a...
[vc_row][vc_column][vc_column_text]Did you know, most term life insurance policies come with a conversion privilege? The privilege must be used before the term insurance policy expires. This allows for the policy owner to convert their term insurance to a permanent...
[vc_row][vc_column][vc_column_text]Learn how subaccount allocation may affect your policy’s performance. Read the Case Study.[/vc_column_text][/vc_column][/vc_row]
This may make you think twice about who’s managing your clients’ life insurance policies. After a review of a new client’s $10 million policy, PMC discovered, unbeknownst to the client, that their guaranteed coverage age had dropped by 19 years from age 100 to age...
