Solving for the long term life insurance need

Solving for the Long Term Life Insurance Need.

What’s in a Name?

By: Peter R. Moison JD

President of Castle Re Insurance Company Ltd

 

 

Why Does Castle Re Advocate A Fiduciary Approach to Life Insurance For the High Net Worth Client

A Fiduciary Approach to HNW Life Insurance

Why Does Castle Re Advocate

A Fiduciary Approach to Life Insurance

For the High Net Worth Client?

By:

Life Insurance and the Professional Advisor

Concept Oriented Solution: How to completely divorce the product of life insurance from the concept of life insurance.

By:

Peter R. Moison, J.D. TEP,  President

If you are a high net worth client looking to complete some long term estate planning it may be good to ask your professional advisor or advisors to be…

Death Benefit Design

Proper design of the death benefit of a life insurance contract is crucial to its long term success.

By:

Peter R. Moison, J.D. TEP, President

When it comes to the design of death benefit sometimes the obvious is the most elusive. Let’s think about the obvious in terms of insurance--any insurance.…

No More Money?

An interesting development

 

No More Money?

An article appeared in the Wall Street Journal on May 6, 2013 entitled Insurers…

Why So Complicated

Why is Life Insurance So Complicated

Why So Complicated?

By: Peter R. Moison, JD

President Castle Re Insurance Company, Ltd

 

If you really think about…

Cash Value Life Insurance: Building a better Financial Safety Net

Protecting your safety net

By:

Peter R Moison, J.D. TEP, President

Helping people preserve, protect and enhance what they work so hard for means different things to different…

Building a More Secure Life Insurance Contract

Thoughts on why we don't use lapse supported pricing and policy design in our Custom Life Insurance Contracts.

By: Peter R. Moison, JD

President of Castle Re Insurance Company, Ltd (Bermuda)

 

Introduction

It is refreshing to see more…

Beyond the Boilerplate

When it comes to the high worth net client a one size fits all approach may not be the best approach.

By:

Peter R. Moison, J.D. TEP,  President

Business Dictionary.Com defines the word “boilerplate” as follows:

Standard legal language (the fine print) used by banks,…

Gifting and the Custom Contract of Life insurance

Using a Custom Contract Life Insurance Solution for large gifts provides a practical, self-completing, tax free and highly efficient way to shift wealth.

Gifting and the Custom Contract of Life Insurance

By: Peter R. Moison, J.D., TEP, President

 

Why take advantage of the one-time ability to make a five million dollar gift…

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