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....
State Premium Tax Planning
The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (2010 Tax Act) brought about an increase in the gift, estate and generation-skipping...
An Ounce of Prevention
A great deal has been written in the last decade about trust-owned life insurance (TOLI) and the responsibilities and obligations of trustees/fiduciaries...
Insurance Policy Management
Among other perplexing issues facing clients these days is what to do with life insurance policies that are calling out for attention, sometimes very...
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 LLPStephen O. Rothschild
M21 ConsultingComplete list of the Trusts & Estates Editorial Advisory Board
