FREQUENTLY ASKED QUESTIONS (FAQs)
JR KATZ is committed to helping clients and advisors stay stay current on changes to the insurance landscape. Please see below several of our FAQs ....
7/3/20
FAQ - Adapt to Changing Circumstances in the Interest Rate Environment
Why in the current interest environment is it crucial for clients to have their life insurance policies reviewed
The current interest rate environment
How to Uncover Opportunities
The Benefit of Insured Equity Investment Strategies
Whole Life Dividends and Cash Value Opportunities
Universal Life Crediting Rates and Policy Management
Policies can Have Value even as Objectives and Needs Change
5/12/20
FAQ - How to Think Opportunistically in this Environment (part 2)
Sequence of Return Risk
Guarantees
Income Tax Mitigation
4/29/20
FAQ - How to Think Opportunistically in this Environment (part 1)
Interest Rates
Private Placement Life Insurance / Variable Universal Life
Buffered Annuities
4/1/20
FAQ -Clarifying the Impact of COVID-19 on Policies, Underwriting, Equity Markets and Interest Rates
Contractual Clauses and Underwriting
Equity Markets
Interest Rates
Mortality Impact of the Corona Virus