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If your clients reside in or own property in one of the 18 states that currently levies an estate or inheritance tax, their assets may face taxation even if they are not subject to federal estate tax. Consider a client who lives in Arizona (a state with no estate tax) but owns a vacation home in Minnesota. Depending on the value of the home, the beneficiaries could owe Minnesota a state estate tax. This is an often-overlooked planning need, and life insurance can provide the liquidity the heirs need to be able to pay the state tax liability and keep the property intact for future generations to enjoy.
NFP today announced a partnership with Finseca to Launch Enterprise Membership.
NFP, a leading insurance broker and consultant that provides property and casualty (P&C), corporate benefits, retirement, and individual solutions, today announced that Mike James, head of Individual Solutions and president, NFP Life Solutions.
In the latest installment of the Washington Update Election Series podcast, Finseca’s Chief Advocacy Officer, Armstrong Robinson is joined by Jeff Driscoll, NFP's VP Product Intelligence & Carrier Management.
It has been a long road for AG 49A. Intended to provide uniform guidance for Index Universal Life Policies as well as illustration transparency for consumers, the regulation has presented the industry with some challenges.
NFP is Proud to have been a Champion Sponsor for Finseca, AALU+GAMA’s Beacon Virtual Experience!
Listen to the latest episode of the Election Update podcast mini-series features insights from David Carter, chief investment officer at Lenox Wealth Management, and Michael Moriarty, chief investment officer at Wealthspire Advisors.
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