Sales Concepts – Chesapeake Brokerage

Life Settlements 2/2022
Client Policy Reviews 3/2022

Life Settlements 2/2022

What is a Life Settlement?

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Life Settlements: A Case Study

Click here for the video!

Client Policy Reviews 3/2022

CB Sample Policy Review

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2021 Sales Concepts

LTC Tax Analysis 7/2021

Download the Long Term Care Tax Analysis Packet

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Alternative Supplemental Retirement Strategy 8/2021

Download Alternative Supplemental Retirement Strategy

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Download [358.76 KB]

Legacy Preservation Using IRA Assets 9/2021

Download Legacy Preservation Using IRA Assets

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Download [194.39 KB]

Grantor Trusts 11/2021

Resources

Grantor Trust Tax Reform Proposal

Financing Options at a Glance

Private Financing Guide

Comprehensive Split Dollar Guide

Private Financing Sample

Private Financing SILIT Sample

IRA Wealth Transfer 6/2021

Download Wealth Transfer Strategy Packet

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Download [282.03 KB]

Download the IRA Wealth Transfer Packet

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