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Loan & leveraged life insurance rescue

Learn how to help your clients by identifying and navigating the intricacies of outstanding policy loans

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Business Strategies
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Using split-dollar arrangements in executive compensation plans

Using split-dollar arrangements in executive compensation plans

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Using life insurance to fund ESOP repurchase liabilities

Using life insurance to fund ESOP repurchase liabilities

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Five ways a tech-enabled brokerage can help your firm grow

Five ways a tech-enabled brokerage can help your firm grow

Charitable Giving
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Navigating unrelated business income tax for tax-exempt organizations

Navigating unrelated business income tax for tax-exempt organizations

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Four creative ways your clients can utilize life insurance

Four creative ways your clients can utilize life insurance

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Charitable remainder annuity trusts (CRATs)

Charitable remainder annuity trusts (CRATs)

Estate Planning
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Using beneficiary defective inheritor's trusts (BDITs) for estate planning

Using beneficiary defective inheritor's trusts (BDITs) for estate planning

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How to diversify concentrated stock positions with life insurance

How to diversify concentrated stock positions with life insurance

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How to plan for the 2026 estate & gift tax sunset

How to plan for the 2026 estate & gift tax sunset

Product Guides
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Understanding variable life insurance

Understanding variable life insurance

Article
Product overview: Cash value life insurance policies

Product overview: Cash value life insurance policies

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Understanding life insurance settlements

Understanding life insurance settlements

Featured Whitepaper

Four creative ways your clients can utilize life insurance

Learn how life insurance can go beyond end-of-life expenses. Explore four creative options to benefit your clients' financial future, build trust, and strengthen relationships.

Retirement
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Life insurance retirement plans

Life insurance retirement plans

Sales Strategy
Policy reviews: A checklist for advisors

Policy reviews: A checklist for advisors

Article
Creative life insurance strategies for entrepreneurs and executives

Creative life insurance strategies for entrepreneurs and executives

Underwriting
Article
How insurance carrier reserving requirements impact your firm & clients

How insurance carrier reserving requirements impact your firm & clients

Case Study
Securing standard coverage for a cannabis entrepreneur

Securing standard coverage for a cannabis entrepreneur

Sales Strategy
Securing coverage for those with individual impairments

Securing coverage for those with individual impairments

Wealth Accumulation
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Exploring living benefits in life insurance policies

Exploring living benefits in life insurance policies

Sales Strategy
Funding life insurance with third-party premium financing

Funding life insurance with third-party premium financing

Sales Strategy
Incentivizing executives with Section 162 bonus plans

Incentivizing executives with Section 162 bonus plans

Featured Press Release

Modern Life introduces generative AI to life insurance

Chatbot for advisors passes life insurance licensing exam, bolsters financial planning, sales and underwriting

A simplified life insurance journey for advisors and clients
Our proprietary technology and brokerage experts can transform your practice.
Learn more
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Life insurance technology and advisory services are provided by Modern Life Group, Inc. (“Modern Life”). Modern Life is a licensed insurance producer in all states where it offers products, and acts as an agent for various insurance companies. License information available here. Modern Life does business as Modern Life Insurance Services in CA. The information on this website is for informational purposes only. Products and specific product features may not be available in all states, and other limitations or restrictions may apply.

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. Modern Life is not affiliated with The Leaders Group, Inc. Check the background of your financial professional or broker/dealer with FINRA BrokerCheck.