Agents Urge Treasury To Extend Effective Date of Proposed Split-Dollar Regs
By Steven BrostoffByWashington The Treasury Department should extend the effective date of its proposed regulations on split-dollar life insurance arrangements to Jan. 1, 2005, life insurance agents ...
July 13, 2003
Treasury Proposes Fix For Pension Liability CalculationsTreasury Proposes Fix For Pension Liability CalculationsByThe Treasury Department says employers ought to use a yield-curve approach when calculating pension liabilities.Today, plan sponsors use one ...
July 13, 2003
Phoenix Breaks Out Client Personalities In A New Survey For ProducersByThe Phoenix Companies Inc., Hartford, has released the results of a survey that delineates different segments of the affluent market. One purpose is to give ...
July 13, 2003
Immediate Annuities Appealing To Pre-Retirees Survey FindsImmediate Annuities Appealing To Pre-Retirees Survey FindsByImmediate annuities are popular with people actively planning for their retirement and are likely to gain even more popularity, ...
July 13, 2003
Changes In Estate Taxes May Generate A Tax Competition Among StatesByNew proposals have been introduced in the 108th Congress to reduce or eliminate the federal estate tax.One variation would eliminate the tax for 2009 with ...
July 13, 2003
Alumni React To The American Col-lege's New Alumni AssociationAlumni React To The American Colleges New Alumni AssociationByRecent events surrounding the relationship between the American College and the Society of Financial Service Professionals have ...
July 13, 2003
Potential Is Rich, As Industry Inches Toward Mobile UtilizationPotential Is Rich, As Industry Inches Toward Mobile UtilizationByFrom a number of perspectives, it would seem that the insurance industry is ideally suited to the ...
July 13, 2003
More Education, More DesignationsByExpansion of professional training and credentialing opportunities keeps moving ahead for the financial community. In the past weeks, for example:Organizers for a new trade association ...