"We are the Substandard Life Insurance experts"
This section features salient points of interest for today's insurance professional concerning underwriting, tax and legal issues.
Updated on a regular basis, this resource exposes you to topics that could affect your clients' interests and your bottom line. Check back frequently to examine new points of interest.
Current Topics:
- Estate Planning with IRAs:
Estate Tax Repeal Did Not Repeal Tax For Everyone
- Estate Tax Provisions
- Family Business Exclusion
- Private Annuities
- Stock Option Gifts
- Sale of Remainder Interests
- Dual Organization Deferred Compensation Plan
- Spousal Distributions from Life Insurance Trusts