You probably feel as if the field of Estate Planning is in turmoil right now – uncertainty about income taxes, estate taxes and wealth transfer solutions seems so disruptive that Larry Brody, a widely respected estate planning practitioner, has titled an upcoming presentation: "What the Hell Do We Do Now?" Is it really that bad? Well, here are links to two excellent and recent AALU publications that may help answer that question. Survey Says: Tax Reform and Client Planning – What Advisors are Seeing and SayingWhat's Trending: What Experts from the 2017 Heckerling Institute Had to Say The takea...
As we close out the books on 2016 and begin a new year we wanted to express our gratitude for all the love and support we received during an emotionally challenging 2016. In June we unexpectedly and rapidly lost Jerry Schwartz; dad, best friend and co-founder of Windsor. Hal Brooks beat back lung cancer with surgery and two rounds of chemo. Lastly, in early December Jane Brooks, Hal's wife of 60 years, succumbed to her decade-long battle with Alzheimer's. Family, friends and business associates provided tremendous support for us during these difficult times with messages of love and friendship...
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06 February 2023
In May of 2019 we posted a conversation with Bobby Samuelson to Windsor's website that we ambitiously called, The World of Indexed Universal Life. That blog has led all Windsor blogs in popularity right up to today. Indexed UL has ex...
07 December 2022
Much change has occurred in underwriting and the underwriting process during the past couple of years. A great deal of this has centered on how to make life insurance more accessible for prospects who are demanding a faster, better and less inv...
31 October 2022
In June, 2019, Windsor's Marty Flaxman wrote one of our most popular blogs, "Today There's a $22 Million Lifetime Gift Tax Exclusion - Your Clients Can Use It or Lose It." We asked Marty to revisit this post as we approach 2023, with onl...
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09 May 2023
The future is uncertain; however, at times one gets a glimpse of possibilities that may soon have enormous impact on underwriting. In addition, there are several developments affecting underwriting and the life industry today, especially concer...
20 March 2023
Last month we featured guest Bobby Samuelson and Windsor's Marc Schwartz in a conversation about "The World of Life Insurance – Version 2023." In the course of that discussion, Marc and Bobby both touched on the recent introduction of Variable ...
06 February 2023
In May of 2019 we posted a conversation with Bobby Samuelson to Windsor's website that we ambitiously called, The World of Indexed Universal Life. That blog has led all Windsor blogs in popularity right up to today. Indexed UL has ex...
07 December 2022
Much change has occurred in underwriting and the underwriting process during the past couple of years. A great deal of this has centered on how to make life insurance more accessible for prospects who are demanding a faster, better and less inv...
31 October 2022
In June, 2019, Windsor's Marty Flaxman wrote one of our most popular blogs, "Today There's a $22 Million Lifetime Gift Tax Exclusion - Your Clients Can Use It or Lose It." We asked Marty to revisit this post as we approach 2023, with onl...