Small Business Owners Can Exit With CRUTs And GRATs
By Peter RadloffFor those fortunate entrepreneurs who are looking to exit successful businesses for a life of leisure using their value to generate additional retirement income, several tax-efficient options are available.
September 07, 2006
Viatical Model Draft Would Add Sales LimitsNorth Dakota Insurance Commissioner Jim Poolman has released a 39-page draft of a revised viatical model that would require most life insurance policyholders to hold ...
September 07, 2006
IIPRC Consumer Advocate ResignsBonnie Burns has given up her position on the consumer advisory committee of the new Interstate Insurance Product Regulation Commission.Burns, a training and policy specialist ...
September 07, 2006
Judge Dismisses Suit Against Individual Health InsurerA Nevada City, Calif., state court judge has entered a judgment dismissing a former policyholder's lawsuit against a health insurer.The policyholder, David Henderson, has accused ...
September 06, 2006
Northeastern Broker Acquires Benefits WholesalerEmerson Reid & Company has agreed to acquire Leader Associates.Emerson Reid, New York, a wholesale-only broker, is not saying how much it is paying for ...
September 06, 2006
NAILBA Supports OFCThe National Association of Independent Life Brokerage Agencies says it supports the creation of an optional federal charter.NAILBA, Fairfax, Va., has sent a letter endorsing ...
September 06, 2006
Harriman To Lead MDRTPhilip Harriman has succeeded Stephen Rothschild as president of the Million Dollar Roundtable executive committee for 2006-2007.MDRT, Park Ridge, Ill., is a group for top ...
September 05, 2006
BISYS Adds Fund Distribution ProgramA financial services support company is introducing a mutual fund marketing service.BISYS Group Inc., Roseland, N.J., sells support services to mutual fund managers. The new ...