White Papers

Wealth Transfer


Fundamentals of Wealth Transfer Planning 

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Using Life Insurance to Discount Estate Taxes

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The Wealth Transfer Gap

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Business Transition


Using an ESOP as a Business Transition Tool

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Exit on Your Terms

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ESOP Repurchase Liability Funding


The Hidden Costs of ESOP Companies

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Using Indexed Universal Life Insurance to Fund ESOP Repurchase Liabilities

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The Repurchase Obligation Cliff

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Executive Benefits


Beyond the 401(k)

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Life Insurance


Leveraging Premium Financing to Acquire LIfe Insurance

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The Rockefeller Method of Purchasing Life Insurance

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The Types of Life Insurance and their Uses

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For Advisors


Why Investment Advisors Should Partner with Wealth Transfer Planners

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