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
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

How physicians can stop hating life insurance, Pt. 1
Article By Ike Devji
August 31, 2011

Non-traditional types of wills, Pt. 1
Article By Connie Fontaine
August 18, 2011

U.S. attorney goes after 419 welfare benefit plan promoter
Article By Roccy DeFrancesco
August 1, 2011

How to pick an asset protection lawyer — key due diligence questions and caveats
Article By Ike Devji
July 20, 2011

The five levels of estate planning — updated
Article By Julius Giarmarco
June 23, 2011

Attention trustees: Are you fulfilling your fiduciary responsibilities and efficiently managing trust owned life insurance?
Article By Ken Godfrey
April 11, 2011

Medicaid in crisis: Treatment of life insurance as an unqualified asset for Medicaid eligibility
Article By Chris Orestis
March 30, 2011

Spousal lifetime access trusts
Article By Julius Giarmarco
March 8, 2011

Using the 2010 Tax Relief Act to attract and help affluent clients
Article By Roccy DeFrancesco
February 14, 2011

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