Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
A Financial Planner Tells All...
By Frank OconnorOver 38 years in financial services, I thought that learning the tools and techniques of charitable planning would lead my clients to take the necessary steps to implement the...
March 16, 2008
Financial Yin and Yang: Coordinating Business And Estate PlansIt is dangerous to pigeon-hole an affluent client's financial needs. For example, a prospect referred to you with estate planning needs may be a business ...
March 16, 2008
Senate Estate Tax Consensus EmergingA consensus appears to be emerging in the Senate to reform rather than repeal the estate tax going forward--and to act before 2010, when the ...
March 16, 2008
Budget Bonus: An Easier Way To Place Executive Bonus CasesBudget bonus is truly a simpler way to place an executive bonus case. The following scenario gives an idea of how this might work for ...
March 16, 2008
The Descendent Wealth IRA: The Key To Tax MinimizationHaving worked hard and planned well, an IRA owner may find that the accumulated funds of the IRA are not needed for retirement. The IRA ...
March 16, 2008
The Descendent Wealth IRA: The Key To Tax MinimizationHaving worked hard and planned well, an IRA owner may find that the accumulated funds of the IRA are not needed for retirement. The IRA ...
March 16, 2008
Underwriting For Settlements Has ChallengesEvaluating an insured for a life settlement involves distinct challenges, forcing an underwriter to look at the policyholder in a distinctly different, and sometimes opposite ...
March 16, 2008
House To Get NARAB-II LegislationLegislation was scheduled to be introduced in the House last week designed to provide for streamlined non-resident insurance agent and broker licensing.If enacted, the legislation ...