Mark P. Mclaren

  • Premium Financing Done Right

    By Mark P. Mclaren  |  July 1, 2008

    Premium financing is often introduced to affluent clients as the ultimate planning strategy -- the hero coming to the rescue -- for low or no cash flow and big death benefits. If only it were that simple. Let's first look at the question that

  • Eliminating Taxes with Qualified Plan Transfers

    By Mark P. Mclaren  |  October 1, 2006

    Your client has just turned 65 and has asked you for advice on their financial plan. Being the thorough professional that you are, you obtain all of their financial information and sit down to discuss their goals. After a lengthy interview and per