Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Using Revenue Ruling 2007-13 To Fix Defective Insurance Trusts
By John ScrogginThe Grantor Trust rules of Internal Revenue Code Section 671 - 679 offer some interesting planning opportunities.For example, planners have long used "Income Defective Trusts" ...
September 02, 2007
Congress Returns To A Full Plate Of Industry IssuesA Senate hearing Sept. 5 on whether there should be a designation for selling annuities to seniors ensures there will be a fast start by ...
September 02, 2007
Congress Returns To A Full Plate Of Industry IssuesA Senate hearing Sept. 5 on whether there should be a designation for selling annuities to seniors ensures there will be a fast start by ...
September 02, 2007
Using Revenue Ruling 2007-13 To Fix Defective Insurance TrustsThe Grantor Trust rules of Internal Revenue Code Section 671 - 679 offer some interesting planning opportunities.For example, planners have long used "Income Defective Trusts" ...
September 01, 2007
Living longer brings life insurance challengesMelvin Lukenbach writes, in Life Begins at 85: "They say that life begins at 40, but I'm here to state they're wrong: It really starts at 85 - ask me - I've lived that long. When you're 65 or 70, they don't forgive your sins, but when you arrive at
September 01, 2007
Determining your own sense of balanceIn the role of agent or advisor, we find ourselves in a challenging position. There are high demands of time and energy that go with our line of work. We invest ourselves in supporting and nourishing others. Unfortunately, this can often lead to a
September 01, 2007
A path of possibilities"Half our life is spent trying to find something to do with the time we have rushed through life trying to save."-- Will Rogers Do you always feel like you're in a hurry? You hurry to the office in the morning and hurry home at night. You hurry to a
September 01, 2007
Annuities and life insurance: Mix and matchTraditionally, life insurance is a product that protects you from dying too soon and annuities are products that protect you from living too long. Why would an advisor ever wish to put the twain together? The answer is that annuities can grow money