Insurance

Navigating Rough Waters Video 2-Death & Disability Case Study

Please join Wayne M. Zell, Esq. for this 2nd of eight videos of Episode 3: Navigating Rough Waters, which continues the discussion of case studies on planning for death or disability of a business owner. Continue reading

Navigating Rough Waters Video 1-Death and Disability Case Study 1

Please join Wayne M. Zell, Esq. for this 1st of eight videos of Episode 3: Navigating Rough Waters, which focuses on how to plan for death or disability of a business owner and adds a case study to illustrate. Continue reading

Understanding Indexed Universal Life Insurance

Listen to Wayne M. Zell, Esq., discuss how indexed universal life insurance works and whether it is right for you.

Premium Financing-Pros May Outweigh Cons

Listen to Wayne M. Zell, Esq., discuss the pros and cons of using premium financing for life insurance. This technique is particularly useful for high net worth individuals and for businesses and non-profits seeking to retain key employees.

162 Bonus Plans Using Life Insurance

Listen to Wayne M. Zell, Esq. discuss in his latest Blueprint for Wealth podcast the benefits of using the popular non-qualified deferred compensation planning technique known as Section 162 Bonus Plans Using Life Insurance.

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