A Real-Life Example
By Staff WriterLets assume that Harry and Wilma, both 65 years old, have a $3 million estate and have made no taxable gifts. Further, lets assume ...
May 13, 2004
Go top of page 10 with Nonqualified Annuities kickerKicker: Warning SignsPotential Life Insurance Problem Areas--Underperforming policies. A few years ago it was not unusual to see variable universal life policies illustrated at 10% ...
May 13, 2004
Senate Tax Bill Protects Rabbi TrustsByWashingtonRabbi trusts would receive statutory protection under tax legislation recently approved by the Senate. But the legislation, S. 1637, which was approved by the Senate ...
May 13, 2004
BB&T To Acquire Ky. Benefits AgencyNU Online News Service, May 13, 2004, 1:15 p.m. EDT -- BB&T Insurance Services, Raleigh, N.C., is expanding in Kentucky.[@@]BB&T Insurance has agreed to ...
May 13, 2004
Go top of page 10 with Nonqualified Annuities kickerWhere Trustees Have Seen Lawsuitso Negligence in Maintaining the Life Insurance Policy. Several cases involved accepting gifts but failing to make premium payments.o Bad ...
May 13, 2004
NUCO Parent Acquires Data Assets From Thomson Corp.NUCO Parent Acquires Data Assets From Thomson Corp.Highline Data LLC, an affiliate of National Underwriter Companys parent, Highline Media, has acquired certain insurance and banking ...
May 13, 2004
Study Of Uninsured Finds Wide Disparity Among StatesStudy Of Uninsured Finds Wide Disparity Among StatesByAt least 20 million working Americans do not have health care insurance coverage, ranging from a high of ...
May 13, 2004
Principal Sells Mortgage Unit To CitigroupPrincipal Sells Mortgage Unit To CitigroupByPrincipal Financial Group Inc. has agreed to sell its mortgage banking unit to Citigroup Inc., New York, for $1.3 billion.The ...