Life Insurance Product Suitability, Revisited
In a January 2010 Trusts & Estates article entitled The Estate Planner's Guide to Product Suitability,1 I suggested that it's imperative to have a process...
Substituting a Life Insurance Policy in an Irrevocable Trust
On Dec. 1, 2011, the Internal Revenue Service issued Revenue Ruling 2011-28,1 which finally clarified that a life insurance policy in an irrevocable trust...
Managing Trust-Owned Life Insurance
In Part 1 of this article, published in the December 2011 issue of Trusts & Estates, I examined a lawyer's duty of care to trust beneficiaries and the...
A Look Back at Life Insurance
Life insurance is a confusing topic in and of itself. Start a conversation about life insurance at your next cocktail party and see what happens. The...
The New Investment Alternative
Long-term care (LTC) insurance can be an attractive investment alternative for high-net-worth individuals for two reasons....
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."
Insurance Committee
Richard L. Harris (chair)
Richard L. Harris LLCLawrence L. Bell
The Advisors, LLCLarry Brody
Bryan Cave LLPMike Cohn
CFG Business Solutions, LLCJoel Koenig
The Koenig GroupCharles L. Ratner
Ernst & Young LLPMelvin A. Warshaw
Financial Architects PartnersComplete list of the Trusts & Estates Editorial Advisory Board
