Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Split Dollar After Jan. 28, 2002Make The Most Of The Opportunity
By Randy L. ZipseThose readers looking for final answers and black and white rules regarding IRS Notice 2002-8, the IRS most recent chapter on the yet unfinished topic ...
April 14, 2002
7 Strategies For Removing Assets From The Taxable EstateByThis article discusses the strategies that clients may wish to consider to provide a more orderly transfer of assets during life and at death, ...
April 14, 2002
Shared Ownership Of Life Insurance Can Alleviate Future Tax UncertaintyByThe Roman scholar Pliny "the Elder" once observed that, "the only certainty is that there is nothing certain."He must have been talking about the ...
April 14, 2002
The Many Advantages Of COLI As A Balance Sheet ToolThe Many Advantages Of COLI As A Balance Sheet ToolYou may already know that life insurance is becoming a very popular financial tool for many ...
April 14, 2002
Ultimately, Fairness Will Prevail Over Self-InterestUltimately, Fairness Will Prevail Over Self-InterestIn my early days in the insurance business, our local marketplace was infected by purveyors of stock and life insurance ...
April 14, 2002
Educate Your Clients To Avoid Compliance ProblemsEducate Your Clients To Avoid Compliance ProblemsBy Dennis M. GronerInsurance and annuity concepts were always confusing to clients, but current products have become increasingly complex ...
April 14, 2002
Industry Surplus Fell Last Year For Only Time Since World War IIIndustry Surplus Fell Last Year For Only Time Since World War IIFinancial strength records abounded in the life insurance industry in 2001. Some were good, ...
April 14, 2002
Complete Pension Plans With Life InsuranceComplete Pension Plans With Life InsuranceA number of recent corporate bankruptcies have focused attention on the advisability of over-weighting a participant's pension plan account with ...