Most Recent Estate Planning with Life Insurance Articles

A 1035 exchange opportunity many advisors don't know about
Article By Jeff Reed
December 3, 2012

New 3.8 percent Medicare surtax: a possible boon to the life insurance industry
Article By Julius Giarmarco
October 16, 2012

Double your life insurance appointments by offering mortgage life insurance
Article By Lew Nason RFC, LUTCF
February 24, 2012

Five uses of key man life insurance
Article By Michael Gray
January 11, 2012

Power to substitute insurance policy in trust
Article By Julius Giarmarco
January 2, 2012

Why failing to plan for extended family’s finances creates liability for you
Article By Ike Devji
December 13, 2011

The stinky plan
Article By Rodney Ballance
November 4, 2011

Using IDGTs to create the family bank through the tax favorable purchase of life insurance
Article By Roccy DeFrancesco
November 2, 2011

Save or invest?
Article By Rodney Ballance
September 29, 2011

Fractional interest transfers of life insurance
Article By Julius Giarmarco
September 12, 2011

Disaster looms: Advisor education and business transition opportunities
Article By Ed Morrow
September 8, 2011

Avoiding the three-year life insurance transfer rule
Article By Julius Giarmarco
December 18, 2009

New version of 419 plans: an impending train wreck
Article By David Neufeld
November 27, 2009

Seven myths and seven mysteries of personal finance and economics, Pt. 2
Article By Jeffrey Reeves
November 16, 2009

"Switching" ILITs
Article By Julius Giarmarco
November 11, 2009

Seven myths and seven mysteries of personal finance and economics, Pt. 1
Article By Jeffrey Reeves
November 4, 2009

Learn the benefits of single premium whole life policies
Article By Roccy DeFrancesco
October 22, 2009

Aviva's EIUL vs. revolutionary life for college planning
Article By Roccy DeFrancesco
September 10, 2009

Life settlement laws at the state level
Article By Larry Simon
August 27, 2009

A closer look at life settlements
Article By Larry Simon
August 26, 2009

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