Comprehensive Planning

Most of the TCJA provisions are scheduled to expire, or “sunset,” at midnight on December 31, 2025. After the sunset, these provisions will revert to what was in effect before […]

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Index Interest Crediting. It is not as complex as it sounds. And after learning what it is, how it works and how it helps protect against market volatility, you can help clients make an educated choice for their future.

Index interest crediting is an important part of a client’s IUL policy. This short video shows how...

Check out the tax rates for 2022 with this handy, easy reference tax guide!

Click the link below to view the guide:

2021 Easy Reference Tax Guide (assetserv.com)

Offer Life Insurance You Don’t Have to Die to Use: An “Asset Protector” Package Enhances Flexibility

Originally published by: AIG Consumer Life Insurance

For the first time in the life insurance industry, you’re able to tell clients something they’ve never heard before: “If you don’t die prematurely, you may be able to spend your entire death b...

This November marks Comprehensive Planning’s 40th birthday!

https://www.compreplan.com/wp-content/uploads/2021/11/cpi-is-fab-40-2.mp4