Discount Private Split-Dollar Does It Work?
Do you think that split-dollar arrangements (other than premium loans under the split-dollar loan regime) faded away when the Internal Revenue Service...
Insurance LLC Helps Business Owners
Owners of closely held businesses have long sought ways to buy the interest of an owner who dies. They also have sought ways to enjoy the business' success...
Today's Split Dollar
The final split-dollar regulations that were effective as of Sept. 17, 2003 (T.D. 9092) became the operative guidance for arrangements that either were...
Life Insurance In Qualified Plans
Most people would like some life insurance. Problem is, no one really wants to pay for it. So, since the beginning of time, life insurance professionals...
Still Nervous About That Insurable Interest
For years, advisors have gone blissfully along in their planning for families and business owners, devising wonderfully helpful trusts and solving liquidity...
Related Links
National Association of Insurance Commissioners
www.insureuonline.orgFrom the website: "The National Association of Insurance Commissioners (NAIC) presents Insure U — Get Smart About Insurance. This site provides consumer insurance information for those considering or buying insurance."
Million Dollar Round Table
ihs.mdrt.org/wps/portalFrom the website: "Million Dollar Round Table (MDRT) is The Premier Association of Financial Professional. MDRT's Mission: To be a valued, member-driven international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity."
Million Dollar Round Table's Top of the Table
ihs.mdrt.org/totFrom the website: "Million Dollar Round Table's Top of the Table is an exclusive forum for the world's best life insurance and financial services professionals who are committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge. Top of the Table members exchange advanced sales and productivity ideas and develop interpersonal relationships among an international network of leading insurance and investment financial services producers/advisors. All are members of MDRT, The Premier Association of Financial Professionals, and have met certain minimum qualifications criteria."
Advisory Board -
Insurance Committee
Charles L. Ratner (chair)
Ernst & Young LLPLawrence L. Bell
The Advisors, LLCRichard L. Harris
BPN Montaigne LLCJoel Koenig
The Koenig GroupStephen O. Rothschild
Sale & AssociatesStephen Wolff
Ashton GroupComplete list of the Trusts & Estates Editorial Advisory Board
