When it comes to life insurance, rarely does one size fit all. So why not tailor a policy to fit your client’s investment and estate plans?
Trustees can expect a bumpy road ahead
When are the proceeds of life insurance policies includible in a taxpayer’s gross estate?
What resources can your client use to help defray these costs?
Gains on variable annuities are taxed at ordinary income rates on withdrawal. But there are options to limit the bleeding.
Selling trusts and life insurance to war veterans can be tricky. One misstep could disqualify them from important benefits.
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...
Approaches to enhancing a client’s internal rate of return
