Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Advantages Of S Corp. Stock Redemption In Business Continuation Planning
By Clay BristowMany closely-held companies conduct business as an S Corporation because of the numerous tax advantages this structure affords. Less well known, however, is the S ...
February 17, 2008
How Prepared Are Advisors To Meet The Income Planning Challenge?A question surfacing among income planning experts is just how prepared advisors are to meet the needs and challenges of this relatively new area of ...
February 17, 2008
Estate Planning, Life Insurance And The Non-Citizen SpouseMost financial planners are familiar with the unlimited marital deduction between spouses under Internal Revenue Code Section 2056(a); however, some are not aware that this ...
February 17, 2008
Locating Your Clients On The Estate Planning HierarchyClients and potential clients are often deterred from doing estate planning by a perception that the process is complicated and involved. The complexity of a ...
February 17, 2008
Distribution Planning For Multiple BeneficiariesA rude awakening that awaits many IRA owners, after the satisfaction of watching their accounts grow tax-deferred for many years, is the huge tax bite ...
February 17, 2008
The Significance Of Net Unrealized Appreciation In IRA Rollover PlanningIndividual investors commonly believe that an IRA rollover is their best option for continuing to defer taxes on qualified plan assets when they leave their ...
February 17, 2008
Special Needs Planning: Helping Those Who Cannot Help ThemselvesOne in 150 8-year-old children in the United States has been diagnosed with autism, according to the U.S. Center for Disease Control. Furthermore, the National ...
February 16, 2008
Claims Payments By Group LTC Insurers Rose Last YearClaims payments by 4 large group long term care insurers rose to $172 million in 2007...