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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?
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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
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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?
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Is reverse split dollar dead?
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What module would you suggest be used to compare a Regular Term Policy with a Return of Premium Term Policy?
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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.
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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
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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
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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
