What is the tax treatment of an intentionally defective grantor trust (IDGT”)? What makes an irrevocable trust an intentionally defective grantor trust? Are such trusts in Documents On A Disk (“DOD”)? Read more about What is the tax treatment of an intentionally defective grantor trust (IDGT”)? What makes an irrevocable trust an intentionally defective grantor trust? Are such trusts in Documents On A Disk (“DOD”)?
When will you be adding composite capacity to COLI illustrations in the InsMark Illustration System? Read more about When will you be adding composite capacity to COLI illustrations in the InsMark Illustration System?
Although the InsMark Loan-Based Split Dollar software can illustrate interest accrual under the Loan-Based Private Split Dollar format, can an employer-sponsored plan also utilize the accrual mechanism? Read more about Although the InsMark Loan-Based Split Dollar software can illustrate interest accrual under the Loan-Based Private Split Dollar format, can an employer-sponsored plan also utilize the accrual mechanism?
Regarding InsMark Loan-Based Split Dollar software, one of the loan interest options under the Loan-Based Private Split Dollar format is accrual of interest, and the resulting loan interest is compounded. Is there any reason, legal or otherwise, that woul Read more about Regarding InsMark Loan-Based Split Dollar software, one of the loan interest options under the Loan-Based Private Split Dollar format is accrual of interest, and the resulting loan interest is compounded. Is there any reason, legal or otherwise, that woul
In Wealthy and Wise, what use do you see for the new “Maximum Level Gifts Calculator” located under the "Gifts" tab? Read more about In Wealthy and Wise, what use do you see for the new “Maximum Level Gifts Calculator” located under the "Gifts" tab?
When using "Other Investments vs. Your Policy” in the InsMark Illustration System, if an Annuity is chosen as the other investment, the program shows paying the tax on the annuity gain every year, when in reality, the tax is not due until the annuity is s Read more about When using "Other Investments vs. Your Policy” in the InsMark Illustration System, if an Annuity is chosen as the other investment, the program shows paying the tax on the annuity gain every year, when in reality, the tax is not due until the annuity is s
What are your thoughts on how to use the power of InsMark to create a presentation for the following situations: 1) Assumptions: Client: Male, 1/8/1955 DOB, preferred, non-smoker Spouse: Female, 49, undergoing cancer treatment, uninsurable Client and Spou Read more about What are your thoughts on how to use the power of InsMark to create a presentation for the following situations: 1) Assumptions: Client: Male, 1/8/1955 DOB, preferred, non-smoker Spouse: Female, 49, undergoing cancer treatment, uninsurable Client and Spou
Do you know if there is a particular module in the works that gives a good illustration using accounts receivable financing leverage? I find we are running into this concept more and more. I figured that you, Bob, of all people would be right on top of th Read more about Do you know if there is a particular module in the works that gives a good illustration using accounts receivable financing leverage? I find we are running into this concept more and more. I figured that you, Bob, of all people would be right on top of th
I have an S-corp client that owns 55 million of coverage each, on the two major shareholders, these policies have approx. 30 million of cv total. They no longer want the company to redeem their stock. We are looking for ways to move the existing life ins. Read more about I have an S-corp client that owns 55 million of coverage each, on the two major shareholders, these policies have approx. 30 million of cv total. They no longer want the company to redeem their stock. We are looking for ways to move the existing life ins.
What module would you suggest be used to compare a Regular Term Policy with a Return of Premium Term Policy? Read more about What module would you suggest be used to compare a Regular Term Policy with a Return of Premium Term Policy?
