Consider The Restricted Executive Bonus Arrangement
By John A. OliverConsider The Restricted Executive Bonus ArrangementHave you ever run into this situation? A small business client wants to provide an exclusive benefit for a key ...
June 23, 2002
The Changing Demand For COLIByFor a variety of reasons, corporate-owned life insurance is more important than ever to American businesses.The demand and market for COLI is brisk, having undergone ...
June 23, 2002
The Restraint Continuum In Passing On WealthThe Restraint Continuum In Passing On WealthIn September 1986, Fortune magazine published an article on how many of Americas wealthier citizens had decided not to ...
June 23, 2002
Help Clients Eliminate The Cap On Executive Retirement SavingsHelp Clients Eliminate The Cap On Executive Retirement SavingsBy Doug CampbellIf someone told you that there is a huge, mostly untapped market out there made ...
June 23, 2002
Why Has CRM Failed In Insurance?Incredibly, in this highly informed day and age, it is still news to some that denial is not a river in Egypt.Customer relationship management--the idea ...
June 23, 2002
Finding The 'Right' Insurance-Based Executive Comp Plan For Your ClientFinding The Right Insurance-Based Executive Comp Plan For Your Client By"Have I got a deal for you!" These are words we hope are not used ...
June 23, 2002
Keep An Eye On The BallAnd The Rules For Split-Dollar PlansByHeres a quick question for you: why should financial advisors keep an eye on Jan. 1, 2004?The best answer isnt because thats the day the ...
June 23, 2002
Mathematical Validation For Using Life Insurance In Estate PlanningMathematical Validation For Using Life Insurance In Estate PlanningA growing number of advisors have asserted that a large estate, if very liquid, need not consider ...