The past year was difficult for life insurance in estate planning. This year will be worse. But the astute insurance professional and other members of the estate-planning team will find much to capitalize on by riding...
As with split dollar, the Treasury Department and the Internal Revenue Service have proven they understand what is going on in the life insurance marketplace and when they see something abusive know how to stop it. On...
How do advisors plan with life insurance in this supposedly post-split dollar world? The answer lies of course in a client's particular goals. But the options are relatively clear: Clients can use a combination of...
On May 8, 2003, the Internal Revenue Service issued proposed regulations (Reg-164754-01) dealing with the valuation and taxation of benefits that a non-owner receives under an endorsement economic benefit regime...
Corporations often ask their advisors to review proposals for nonqualified deferred compensation (NQDC) plans funded with life insurance or proposals for life insurance programs for company executives. The smart...