The Estate Planner's Guide To Product Suitability
Out in the field, life insurance policies are generally not selected, designed or funded to most effectively support today's complex estate plans and...
A Buy-Sell Innovation
Traditional buy-sell agreements can't always solve all problems dealing with death, retirement, withdrawal and disability without creating difficulties...
The Beauty of SCINsurance
Historically low interest rates have made self-canceling installment notes (SCIN) an attractive estate-planning tool and a viable alternative to life...
Long-term Care Lawsuits Will Just Keep Coming
Many long-term care (LTC) insurance carriers are facing an avalanche of lawsuits from disgruntled policyholders,1 some involving policies more than two...
Climate Change
Today's investment and political climate is causing a perceptible change in the way many clients approach the role of life insurance in their financial...
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
