iFI Resources
We simplify the complexities typically associated with policy management by providing you with expert news articles to help you get an edge in the world of insurance.
Latest Resources
Your Donor Stopped Gifting Premium…Now What?
There are options for underfunded life insurance. Some of these options will depend on the type of product, other...
Why Policy Charges Matter
Background There are two main levers that an insurance company can use, if needed, to increase the premium and impact...
Advisors, Attorneys, CPA’s – Acting as Trustees for Life Insurance Trusts: Beware of Your Liability!
If you are acting as a trustee of an ILIT, beware that you may have liability if you mismanage the insurance policy....
Glossary
Life insurance can be complicated. Providing an in-depth list of insurance terminology and acronyms is just one way we help your policy make sense to you.
Read the Life Insurance Glossary
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