Do Not CallA Boon Or A Shot In The Foot?
By Jack Bobo"Do Not Call"-- A Boon Or A Shot In The Foot?As I write this piece, the final day for signing up for the current "Do ...
September 14, 2003
Mining The Potential Of Group BenefitsByThe vast majority of employers represent businesses with fewer than 500 employees. These businesses employ more than half of all private sector employees and pay ...
September 14, 2003
Using Premium Financing To Rescue Split Dollar PlansUsing Premium Financing To Rescue Split-Dollar PlansBetween now and December 31 of this year a key theme among many financial advisors will involve how to ...
September 14, 2003
COLI: Misused Or Misunderstood?ByThere has been a great deal of discussion concerning Corporate-Owned Life Insurance (COLI) in the last year by everyone--from the industry to Congress and the ...
September 14, 2003
Final Regulations Help Define Legitimate 419 PlansFinal Regulations Help Define Legitimate 419 PlansByIn recent years, the Internal Revenue Service has taken note of plan sponsors purporting to qualify under Section 419A(f)(6) ...
September 14, 2003
Disability Belongs In Small Business PlansDisability Belongs InSmall Business PlansByWhile small business owners have faith that their financial advisors cover all their business insurance needs, the fact is that many ...
September 12, 2003
Cerulli Publishes Investment Market AnalysisNU Online News Service, Sept. 12, 2003, 1:32 p.m. EDT -- Cerulli Associates Inc., Boston, has published "Cerulli Quantitative Update: Intermediary Markets 2003," a ...
September 12, 2003
Treasury Issues Final Split-Dollar Life RulesNU Online News Service, Sept. 12, 2003, 4:23 p.m. EDT -- WashingtonThe Treasury Department has issued long-awaited final rules on split-dollar life insurance arrangements, ...