Integrated is launching the new insurance business largely due to upcoming changes in tax and estate planning regulations. Peter Kaplan, a former First American Insurance Underwriters vice president, will lead it.
U.S. Court of Appeals grants summary judgment to IRS.
Practice tips for those who aren’t life insurance professionals.
The Court ruled that a disclosure package submitted to IRS adequately disclosed transfer of company and related foreign accounts.
An updated, standardized approach to increase efficiency and reduce risk.
Private equity ownership of insurers faces heightened scrutiny.
FIDx CEO Rich Romano explains the challenges advisors face offering clients annuities.
Bridging the gap among different types of advisors.
A due care checklist is an invaluable tool.
A sample letter of explanation to a trustee about an underfunded policy.