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?
How effective was the conversion program was regarding changing in-force collateral assignment split dollar to loan-based split dollar as of 1/1/04? Read more about How effective was the conversion program was regarding changing in-force collateral assignment split dollar to loan-based split dollar as of 1/1/04?
Here are the Facts: At the first death, having a large IRA and a large home (1.5 million IRA and a 1.5 million home), it's forcing the use of the home into the Bypass trust. During pre-death planning I have used the QTip IRA trust to allow for a disclaime Read more about Here are the Facts: At the first death, having a large IRA and a large home (1.5 million IRA and a 1.5 million home), it's forcing the use of the home into the Bypass trust. During pre-death planning I have used the QTip IRA trust to allow for a disclaime
Why have you announced a change in the names of the Section 7872 Illustration System and the Leveraged Compensation Plan System? When will it be effective? Read more about Why have you announced a change in the names of the Section 7872 Illustration System and the Leveraged Compensation Plan System? When will it be effective?
How do I change the colors or the shading settings on InsMark illustrations? Read more about How do I change the colors or the shading settings on InsMark illustrations?
Why do you include the word ''Equity'' in the product name for Indexed Universal Life? It seems that the industry has replaced ''Equity'' with the word ''Equity'' partially what drew the attention of FINRA IUL and produced 151A that applies to the Broker- Read more about Why do you include the word ''Equity'' in the product name for Indexed Universal Life? It seems that the industry has replaced ''Equity'' with the word ''Equity'' partially what drew the attention of FINRA IUL and produced 151A that applies to the Broker-
I made a presentation on the leveraged life insurance at my partner, Property and Casualty firm. The president passed it onto his estate attorney (to look for new opportunities) and this is what he/we got back: ''The people I spoke to told me the concept Read more about I made a presentation on the leveraged life insurance at my partner, Property and Casualty firm. The president passed it onto his estate attorney (to look for new opportunities) and this is what he/we got back: ''The people I spoke to told me the concept
We have two clients who are owners of an S Corp in California. 12 years ago their company was valued at $12 Mil. They created a Cross Purchase B-S agreement and funded the B-S with $6 Mil of permanent life insurance on each owner. Today, the company is va Read more about We have two clients who are owners of an S Corp in California. 12 years ago their company was valued at $12 Mil. They created a Cross Purchase B-S agreement and funded the B-S with $6 Mil of permanent life insurance on each owner. Today, the company is va
