Iiagllc.com

Insurance Investment Advisory Group

Webq Health Insurance q (individual and group) q Property Insurance q (personal and commercial) q Investment Management q And more. IIAG provides several services …

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URL: https://iiagllc.com/

LONG-T C T R Y A BASIC LAN ESIGN UESTIONAIRRE

WebContrary to commonly-held belief, long-term care is not covered by traditional health insurance. Long-term care insurance assists you with your activities of daily livings (e.g., …

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Concept Proﬁle The Risks of Non-Recourse Premium Financing

WebThe Risks of Non-Recourse Premium Financing Advanced Markets Concept Profile Concept Proﬁle One of the latest sales concepts in the life insurance industry is Non-Recourse …

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A Penny Saved Is a Penny Earned

WebClient provided health insurance to its employees and received a substantial premium increase. Through the competitive bidding process and plan design, Client was able to …

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Pension Maximization

Webconsideration include the age and health status of the participant and the spouse, the income difference between the single-life and joint and survivor options, and the cost of …

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P.A.R. Program: What’s The Problem

WebThe health of the insured that would allow lower premium rates. Premium payment patterns. Other issues impacting existing insurance. Will This Work For You? One solution may be …

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PLANNING SOLUTIONS

WebCurrent health Family history; does longevity or chronic disease run in the family Family relationships How much the individual is willing or able to spend on healthcare When …

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INVEST IN Y LIFE

Webthe health and support of a surviving spouse and other dependents. Estate Tax Savings. Properly structured, proceeds are not subject to estate tax. This benefit is not illustrated. …

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Life Settlement Sellin Stargetgy

Webchange in the insured’s health or simply the natural aging process. TAX IMPLICATIONS The sale of a life insurance policy may be a taxable event. Tax experts disagree on the …

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Spousal Access Profile r2

WebThe trustee may make distributions to the non-insured spouse and children for health, education, maintenance, and support over their lifetime. Spousal Access to Cash Value. …

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Client Profile M The Power of Permanent Insurance

Webpolicy within a period of time and without evidence of insurability. This privilege can be valuable if the insured’s health has deteriorated and permanent insurance coverage is …

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