Annuity Owners Need Estate Planning
By Norse N. Blazzard, Judith A. HasenauerWe have all read numerous articles and attended many seminars on estate planning changes resulting from the "phase-out" of the federal estate tax.But confusion remains ...
April 28, 2002
Insurers' Patriot Act Regs ImminentByInsurers have been told in "unequivocal terms" by the U.S. Treasury Department that proposed regulations establishing guidelines to meet requirements of the U.S. Patriot Act ...
April 28, 2002
Some Buy-Sell Planning TechniquesByWashington, D.C. At the recent annual meeting of the Association for Advanced Life Underwriting, Stephen O. Rothschild shared some of the techniques he has used ...
April 28, 2002
Life Insurance: Why It's Important To SeniorsLife Insurance: Why Its Important To SeniorsByMost seniors are concerned about a retirement plan and do not realize that life insurance can be an important ...
April 28, 2002
New Suitability Alternative Being Circulated Among InsurersNew Suitability Alternative Being Circulated Among Insurers ByA new proposal to establish suitability guidelines is being circulated among life insurance and annuity companies and could ...
April 28, 2002
NonsmokingA Factor In Longevity?There are far more seniors around than when I was young. And the ratio of widows to widowers has plummeted.Why are these things happening? Weve ...
April 28, 2002
'Senior-Friendly' LTC Planning Includes Addressing The Underwriting Issues`Senior-Friendly LTC Planning Includes Addressing The Underwriting IssuesByChoosing the right long term care insurance carrier can be critical to getting LTC insurance placed.The senior prospect ...
April 28, 2002
As Boomers Age, Expect Income Annuity Sales To GrowAs Boomers Age, Expect Income Annuity Sales To Grow By Bill LaVanneThey are 76 million strong and graying. Americas largest demographic--the Baby Boomers--began turning 56 ...