When most people think about insurance, they think about it in terms of risk management. And that’s what the majority of the insurance is designed for. What most people don’t know is that insurance can be used strategically, not only in risk management but for complex estate planning, income generation and tax minimization.

In this final episode, of a three-part series, our estate planning specialist Greg Jizmejian and Mark do a deeper dive on some of these lesser-known insurance strategies.