Featured White Papers from Modern Life

Modern Life is a tech-enabled life insurance brokerage. We use advanced technology to simplify the life insurance process while getting advisors better underwriting results for every case. With Modern Life, advisors can quickly and confidently find, apply for, secure and manage the right insurance solutions for their clients.

Ensure your Clients' Estate Plans are SECURE

June 02, 2023

Provisions of the SECURE Act may require advisors to revisit estate plans for clients who aren't utilizing their RMDs or who have qualified assets intended for the next generation. Some clients may benefit from strategies for using life insurance to maximize the value of qualified assets while minimizing their tax burden.

Stay informed and proactive to help clients meet their estate planning goals. Learn how to offset the taxes on qualified assets, structure investments for optimal distribution and navigate changes to inherited IRAs and new RMD requirements under the SECURE Act 2.0."

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Innovative Approaches to Helping Business Owners Achieve Financial Stability and Growth

May 04, 2023

Help your clients stay ahead with our research on innovative planning strategies for SMB owners.

Advisors play a crucial role in helping entrepreneurs safeguard their personal and business finances. Learn how alternative solutions for key person arrangements and transition planning can help your clients maintain flexibility and gain a competitive edge in today's challenging business environment.

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For more information on submitting your thought leader White Paper contact: [email protected] or (781) 376-0050