Charitable Planning Can Enhance Business Succession Plans
By David A. ScottCharitable Planning Can Enhance Business Succession PlansA major challenge facing all business owners is planning for the ultimate succession of ownership and management in a ...
February 19, 2004
Continue The Relationship After The SuccessionContinue The Relationship After The SuccessionOne of the challenges advisors face as they work with business owners on their succession plan is maintaining a relationship ...
February 19, 2004
Key Person Insurance: A Thriving StrategyThe loss of a key employee can be devastating for any business. A top salesperson, the CFO, director of marketing, or the owner who manages ...
February 19, 2004
Obesity A Culprit In Boomers' Higher Disability RatesObesity A Culprit In Boomers Higher Disability RatesByA RAND Corp. researcher has bad news for producers and insurers that were hoping to make a killing ...
February 19, 2004
VA Guarantee Reserve Rules Still Being FramedVA Guarantee Reserve Rules Still Being Framed ByRegulators still are deciding how to frame the new reserve rules for variable annuity guarantees.Officials with the National ...
February 19, 2004
Real Estate Agents Fight OCC Bank RegulationNU Online News Service, Feb. 19, 2004, 2:39 p.m. EST -- Real estate agents are asking the government to protect them from national banks.[@@]The ...
February 19, 2004
A Fee-Only Planner RespondsTo The Editor: In his Dec. 22/29, 2003 column in National Underwriter, Jack Bobo criticizes "fee-only [financial] planners who do not disclose that they ...
February 19, 2004
Planning For When Business Owners RetirePlanning For When Business Owners RetireBuy-sell agreements are designed to facilitate the orderly transition of the ownership and management of a business. The typical triggering ...