Leveraging The Estate Plan With Long Term Care Insurance
By Roy C. GoldbergWhich of the following is better for your client? Option 1 calls for saving $150,000 in estate taxes today by giving $340,000 to the client's ...
March 01, 2007
Planting, Building and VacuumingAsk successful businesspeople what propelled their careers and you will get a range of different answers, indicating there are multiple paths to success. While that's...
February 20, 2007
Penn Treaty Says Its Filings Are ComingA long term care insurer has given investors an update on its accounting.Penn Treaty American Corp., Allentown, Pa., says it expects to file its Form ...
February 07, 2007
Senators Want To Create LTC Trust AccountsLawmakers are proposing a new vehicle for helping Americans cover the cost of long term care.Sens. Blanche Lincoln, D-Ark., and Gordon Smith, R-Ore., have introduced ...
January 30, 2007
Insurer Points To Signs LTC May Be NeededMetropolitan Life Insurance Co. is advising members of the Federal Long Term Care Insurance Program to watch for signs that elderly family members may need ...
January 21, 2007
The Challenges Of AXXX SecuritizationsIn late October, Genworth announced the establishment of a $475 million financing facility to securitize the non-economic portion of AXXX reserves associated with a block ...
January 13, 2007
Personnel Changes: Deloitte, MDRT, OthersThe insurance industry group at Deloitte & Touche USA L.L.P. has hired Howard Mills, who served as New York state insurance superintendent from 2004 to ...
January 01, 2007
Educating Your Clients to Talk about Money with Their KidsTeaching children fiscal responsibility is integral to their role in the family and society, yet some clients overlook the importance of this discussion. You can...