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

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

Impediments to a well-planned estate, Pt. 3
Article By Connie Fontaine
August 11, 2009

Life settlements can benefit the growing senior market
Article By Larry Simon
July 31, 2009

IRA-pension rescue, Pt. 1 -- Using cash-value life insurance
Article By Roccy DeFrancesco
July 30, 2009

Life settlements: Get educated
Article By Larry Simon
July 22, 2009

Top 10 uses of life insurance in a family business succession plan
Article By Julius Giarmarco
July 10, 2009

The oral arguments on Rule 151A
Article By Roccy DeFrancesco
June 25, 2009

Life insurance agency pays $245,000 in settlement with Attorney General
Article By Roccy DeFrancesco
June 9, 2009

Top 10 uses of life insurance in non-taxable estates
Article By Julius Giarmarco
June 8, 2009

Avoid lawsuits when selling EIUL insurance
Article By Roccy DeFrancesco
June 1, 2009

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