Helpful resources

To help our clients better understand the various factors that come into play during the insurance planning process—from changing economic conditions to continuity planning—The Bishop Company has developed a series of documents, guides, and other helpful tools. Click below to download and view the selected resource.

Low Interest Rates

An analysis of the repercussions of low interest rates on life insurance. Download

Blended Families

A primer on estate planning when second marriages are involved. Download

Estate Equalization

Achieving estate equalization (and peace and happiness) through life insurance. Download

Private Underwriting

An overview of how we offer confidentiality and get results for your top clients. Download

No One in Pilot’s Seat

An analysis of a disturbing trend in life insurance trust management and oversight. Download

Costly Insurance Mistakes (pt. 1)

We highlight tax traps that can sap the value of life insurance policies. Download

Costly Insurance Mistakes (pt. 2)

Part 2 of our review of tax code traps that can snag the unsuspecting. Download

A Matter of Choice

How we choose the carriers and products that deliver the best value to our clients. Download

Indexed Universal Life

A close look at the pros and cons of Indexed Universal Life insurance. Download

Buyer’s Guide

Insights and common sense advice to clarify your insurance planning. Download

Private Underwriting

How we enable the best possible underwriting outcome – and full privacy. Download

Help Desk

A diagram and chart that explain the wide variation that can emerge from life insurance policy valuation. Download

Our Company

A high-level look at what makes The Bishop Company unique. Download

Life Settlements

Three short case studies demonstrating how life settlements can be an effective solution. Download