Case Studies

Case Studies

Explore case studies on a variety of strategies employed by PH Robb. Interested in learning more? Contact us today!

Click on the topics below to read their corresponding case studies.

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Death Benefit Increase

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Protecting from Premium Finance Risks

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Nonprofit Split Dollar

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Management Service Organizations (MSOs)

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Life Insurance

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Premium Financing

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Grantor Retained Annuity Trust

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Sales to Trust

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Gifts to Trust

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Deferred Premium Schedules

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Tax-Efficient Succession Planning

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Charitable & Income Tax Planning