Executive Bonus Plans Offer Simplicity and Certainty
By John F. HarrisonThese are difficult times in the executive benefit arena. The IRS has made significant changes to split-dollar plans. We have encountered and weathered the legislative ...
February 02, 2005
Executive Bonus Plans Can Meet Many NeedsSmall business owners have numerous needs: business succession planning; personal retirement planning; providing retirement benefits to employees; and retaining key talent in a competitive job ...
February 02, 2005
SUL Policy Design ObjectivesAIG American General Life Elite Survivor 2004 Low premium to carry; maximum death benefit; return of premium option; rolling targetsAIG American General Life Platinum Survivor ...
February 02, 2005
Bush Budget Takes Whack At LILACSWashingtonPresident Bushs new budget calls for curbing sales of an emerging life insurance product, criticized by many in the industry, through which investors buy life ...
February 02, 2005
Full Disclosure Survivorship Life Insurance ReportFull Disclosure chart pdfSVL chart pdf SUL chart pdfBy Roger L. BleaseAfter seeing depressed sales through 2002, survivorship life sales growth picked up ...
February 02, 2005
Going Where The Money IsWhen you have a whole bunch of articles dealing with a single topic as we did in the Feb. 7 issue on Life Settlements, it ...
February 02, 2005
Family Business Planning With CRTsOne concern of many business owners is how to transfer their business to the next generation of family members in the most tax-efficient manner. For ...
February 02, 2005
When Your Clients Business Is Growing FastMany successful advisors pride themselves on being quick studies of prospects. That facility can be particularly valuable when dealing with clients for whom the word ...