Incidents of Ownership
Incidents of Ownership
Jul 09, 2013
When are the proceeds of life insurance policies includible in a taxpayer’s gross estate?
America’s Long-Term Care Crisis
America’s Long-Term Care Crisis
Jul 03, 2013
What resources can your client use to help defray these costs?
IRS
Taking the Sting Out of Annuity Taxes
Jun 18, 2013
Gains on variable annuities are taxed at ordinary income rates on withdrawal. But there are options to limit the bleeding.
Avoid Blowing Up a Veteran's Benefits
Avoid Blowing Up a Veteran's Benefits
May 21, 2013
Selling trusts and life insurance to war veterans can be tricky. One misstep could disqualify them from important benefits.
ING U.S. Adds ING Global Perspectives Fund to its Insurance Solutions Products
May 01, 2013
ING U.S. announced today that it has introduced a new investment strategy within its Variable Universal Life (VUL) insurance and ING Select Advantage IRA (“Select Advantage”) mutual fund custodial account products.  The ING Global...
umbrella policy
Using Life Insurance Policy Design To Maximize Death Benefit
Apr 16, 2013
Approaches to enhancing a client’s internal rate of return
A New Tax Environment
A New Tax Environment
Apr 15, 2013
For the vast majority of wealthy clients with assets now below the estate tax exemption amount, insurance will play an important, but different, role
Another Insurer Dumps IBDs; Could You Be Next?
Another Insurer Dumps IBDs; Could You Be Next?
Apr 10, 2013
MetLife’s recent sale of Walnut Street and Tower Square is just the latest sign that insurance firms aren’t in the IBD business to stay.
Veralytic
Veralytic
Apr 10, 2013
Tools to evaluate life insurance policies for ILIT administrators and others
money healthcare
Life Insurance After ATRA
Apr 05, 2013
OK, now what?
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