Who Should Own The Policy?
By Staff WriterIn the example in this article, it was assumed that the charity owned the life insurance policy on the life of the client. Doing so ...
November 25, 2003
Prudential Agrees To Acquire Korean Investment OperationsNU Online News Service, Nov. 25, 2003, 4:52 p.m. EST -- Prudential Financial Inc., Newark, N.J., has agreed to acquire two large Korean financial ...
November 25, 2003
H.R. 1 Lets HSA Holders Deduct LTC PremiumsNU Online News Service, Nov. 25, 2003, 5:59 p.m. EST -- Congress has included a provision in H.R. 1, the Medicare Prescription Drug, Improvement ...
November 25, 2003
About Full Disclosure And Blease ResearchFull Disclosure is a policy comparison and evaluation software series designed for brokers, agents, financial planners and advisors active in upper market life insurance sales. ...
November 25, 2003
Bad Mutual Fund Press Helps LockwoodNU Online News Service, Nov. 25, 2003,11:58 a.m. EST -- Lockwood Advisors Inc. made a lucky move in May, when it began selling a ...
November 25, 2003
BISA: Bank 3Q Broker-Dealer Sales SlipNU Online News Service, Nov. 25, 2003, 5:45 p.m. EST -- Broker productivity at regional and national banks slipped during the third quarter to ...
November 25, 2003
H.R. 1 Frees FSAs And HRAs From 1099 RulesNU Online News Service, Nov. 25, 2003, 5:31 p.m. EST -- Congress has given an early Christmas gift to the companies that are selling ...
November 25, 2003
Keeping Fingers Crossed On The COLI AgreementKeeping Fingers Crossed On The COLI AgreementThe tentative Senate Finance Committee agreement on corporate-owned life insurance hopefully will put an end to an issue that ...