Financial planning resources · Tucson, Arizona
Global Investment Strategies® Blog
Private Placement: Variable vs. Non-Variable Policy
Quick Answer: In the U.S., traditional private placement life insurance is generally structured…
Life Insurance Planning for Hotel Partners and Key Leaders
Quick Answer: Before a hotel sale or management transition, owners should review existing…
Life Insurance Planning for Hotel Partners and Key Leaders
Quick Answer: Hotel partners and key leaders have distinct financial needs at death…
Hotel Owners Can Build a Family Legacy Beyond the Property
Quick Answer: A valuable hotel or resort portfolio can still leave a family…
Keeping Property Partnerships Intact Through a Generational Transition
Quick Answer: When surviving partners want to keep the properties and a deceased…
Understanding a Policy Crediting Floor Alongside Real Estate
Quick Answer: An indexed policy’s crediting floor can protect against negative index credits…
Comparing Premium Financing and Direct Funding for Property Owners
Quick Answer: Premium financing and direct funding are two ways to pay for…
Passing Commercial Property to the Next Generation
Quick Answer: A valuable commercial property portfolio can still leave a family with…
Before and After the Big Exit: What Happens to the Wealth Next?
Summary: A business sale can turn a concentrated owner into a liquid investor…