<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
interior-page-graphics-flag-TX
7 min read

Long-Term Care Insurance is a Critical Part of the Caregiving Conversation

By NAIFA-Texas on 7/22/25 10:19 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

NAIFA CEO Kevin Mayeux recently published a column in InsuranceNewsNet spotlighting two critical legislative initiatives that NAIFA strongly supports: the Credit for Caring Act and the Lowering Costs for Caregivers Act. These proposals aim to provide meaningful tax relief and expanded savings tools for caregiving families—support that’s urgently needed as more baby boomers reach their 60s and the demand for long-term care solutions continues to rise.

Topics: #NAIFAProud Advisor Today NAIFA Texas NAIFA Centers of Excellence
10 min read

Loan Split Dollar - A Renaissance in the Making?

By NAIFA-Texas on 4/22/25 10:43 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

Loan split dollar remains one of those advanced market strategies that engenders two distinct reactions among financial professionals. One reaction sees nearly unlimited opportunity in the executive business market, while another relegates this concept to the esoteric and inapplicable. Though the latter reaction may be natural for those still stuck in an early 2000s mindset, today’s financial professionals would be remiss if they didn’t seize this impactful strategy and place it in their executive benefit toolkit.

The particulars of this technique (sometimes called collateral assignment split dollar) are beyond the constraints of this piece, but a synopsis of the “Why” behind loan split dollar will help to explain the rationale and provide a brief review of this executive benefit strategy.

Topics: #NAIFAProud Advanced Planning NAIFA Texas NAIFA Centers of Excellence

Featured