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Our CIS Resources & Insights are designed for strategic partners and families seeking expert guidance on insurance, risk management, and estate planning. Whether you’re an attorney, advisor, or family protecting wealth, you’ll find actionable content to help protect what matters most and unlock new opportunities for thoughtful planning. Explore. Learn. Apply.
I’ll never forget the day a specialty physician walked into my office and asked, “Why do I have to buy life insurance and then use
Sarah, recently divorced and navigating a new chapter in life, was focused on securing her financial future. With two adult daughters who were both
Dr. Michael, a 34-year-old orthopedic surgeon, is the primary earner for his family. With a salary of $630,000 and three young children, his financial
Michael and Laura Thompson, owners of an Iowa farmland portfolio valued at $30 million, faced a dilemma of how to preserve their legacy while
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Insurance decisions don't come with a clear roadmap. The fine print feels endless, the options look identical, and yet the consequences of choosing the wrong
Imagine walking into a room where twelve trusts and sixteen life insurance policies are laid out—each with its own owner, trustee, beneficiary, and purpose. Now
The recent Connelly decision by the U.S. Supreme Court offers an important opportunity for business owners and their advisors to revisit the structure and
Strategic Planning to Guide Business Owners Through Change After the Connelly Case For business owners, attorneys, and financial advisors, the recent Connelly Case decision serves
How Strategic LTC Planning Provided Tax-Efficient Liquidity and Preserved a Legacy Long-term care (LTC) planning is often viewed through a financial lens—calculating costs, projecting
Custom Insurance Solutions: Beyond the One-Size-Fits-All Approach When it comes to insurance, one of the most common mistakes I see is settling for standard solutions.
As tax season approaches, many families begin to reflect on the legacy they’ll leave behind. For high-net-worth families, this often brings questions about how to
