Do Your Homework on Indexed Universal Life Insurance
The world of life insurance presents what feels like a never-ending array of products and choices. One of these emerging product structures, indexed universal...
Domestic Private Placement Life Insurance
Private placement variable universal life insurance (PPVUL) products are available through some of the largest insurance companies in the United States....
An Adviser's Guide for Reviewing Life Insurance
Once issued, a life insurance policy can remain in effect for decades. During this time, the original owner's goal and objectives may have changed, or...
Advance Health Care Directives
I've counseled thousands of clients about the need for advance directives as an integral, critical component of an estate plan. Advance directives can...
Private Split-dollar Arrangements
For estate planning using life insurance, and especially for large premium cases, split dollar offers an attractive method for funding the premiums with...
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
