I recently saw some marketing materials promoting what is called "The Charlie
Plan." This plan uses a Defined Benefit Plan with maximum life insurance and
coordinates that with an ILIT containing a small policy which guarantees the
insurability of the survivor. Looks interesting, but I'm usually a little
wary when a marketing concept looks too good.Anyone familiar with this concept?

send me an email directly and I can give you info about this "plan"

Hi
I am looking at a "captive" charlie plan. What can you tell me about these?

I know Charlie is still in business. Maybe you should just call him directly.