Life

Life insurance sales >>

Timothy T. Lawler, CLU
Painless life insurance policy donations
Article posted by Timothy Lawler, CLU
In a perfect world, donating a life insurance policy to charity would be an instantaneous and painless transaction. Although these payments are tax-deductible, it is still a fairly onerous process that should be hassle-free. Now, it can be.

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Estate Planning >>

Jared Trexler
The great estate tax debate: Should it stay or go?
Article posted by Ed Slott
Despite both its longstanding inclusion as part of the tax code and the fact that it impacts less than two in every 1,000 Americans, the estate tax is often at the center of policy debates in Washington. If — and it’s a big if — the President offers some type of compromise in which the estate tax is repealed in exchange for the elimination of the step-up in basis, those who have so ardently rallied against the estate tax for years should overwhelmingly support such a measure.

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Life products >>

John L. Olsen, CLU, ChFC, AEP
In search of suitability
Article posted by John Olsen
Every advisor who sells financial products must wrestle every day with the concept of suitability. We may be (and should be) held accountable for demonstrating that the sales we make are appropriate and that they meet the needs of our clients. But how do we do that?

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Combo Products >>

Rebecca Kincaid
Life Insurance: a dirty word, but a powerful gift
Article posted by Rebecca Kincaid
So many people like what life insurance can do, but they don’t like insurance. So many people need life insurance and could put it to great use, but just don’t know how or why.

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Life Settlements >>

Christopher P. Hill, RFC
End of life planning — the missing piece to the financial puzzle
Article posted by Christopher P. Hill
The bad news is our industry has yet to offer the comprehensive training and education needed to help advisors become more comfortable, confident and better equipped to professionally serve “the death conversation.” The good news is I am fully confident this will change in the coming years.

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