The New Split Dollar Loan Regime: Who Will Do This?
By Ted A. KirchnerThe New Split-Dollar Loan Regime: Who Will Do This?Now that final split-dollar regulations have been published and the industry has had a chance to digest ...
June 10, 2004
Disability Buy-Up: Completing The Coverage For ExecutivesDisability Buy-Up: Completing The Coverage For ExecutivesByIf you're looking for creative executive benefits to offer business owner and employer clients, unique opportunities can be found ...
June 10, 2004
Proper Planning For The Basis Of Assets Can Mean Significant Tax SavingsProper Planning For The Basis Of Assets Can Mean Significant Tax SavingsThe basis of assets is often an overlooked part of the planning process. This ...
June 10, 2004
Some Pitfalls To Avoid In Annuity And IRA PlanningSome Pitfalls To Avoid In Annuity And IRA PlanningByCareful planning goes a long way toward helping protect financial assets for a client's heirs. Unfortunately, critical ...
June 10, 2004
Do Your Clients Know About Variable Universal Life?Do Your Clients Know About Variable Universal Life?There are some misconceptions about those who are highly compensated. One of the most prevalent is that they ...
June 10, 2004
TIAA-CREF, Guardian Web Sites Move Up In Dalbar RankingsTIAA-CREF, Guardian Web Sites Move Up In Dalbar RankingsThe consumer Web sites of TIAA-CREF and Guardian Life Insurance Company of America made significant improvements in ...
June 10, 2004
An Individual(k): Retirement Funding For The Self-EmployedAn Individual(k): Retirement Funding For The Self-EmployedHigh on the list of challenges that small business owners face in 2004 is how to retire with sufficient ...
June 10, 2004
Microsoft Woos Insurance BusinessLas VegasSoftware giant Microsoft Corp. began taking some giant steps toward deeper involvement in the insurance industry with several major announcements at the ACORD LOMA ...