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Life Insurance
Life Insurance— A contract between the policy owner and the insurer in which the insurer agrees to pay a designated beneficiary a sum of money when the person who is insured dies. The policy owner agrees to pay a pre-set amount at regular intervals or in lump sums.
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...
Life Insurance Appraisals
Many older clients have little use for their life insurance policies, yet they never consider donating them to charity. In fact, more than 75 percent...
Life Insurance Planning After the 2010 Tax Act
The Dec. 17, 2010 enactment of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (2010 Tax Act) added the concept of...
New Rates, New Exemptions, New Gifting Opportunities
On Dec. 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the Act). Among...
Nursing the Sick ILIT
Now more than ever, trustees, and in particular, corporate trustees, face administrative issues that arise in relation to an irrevocable life insurance...
A Shot Across the Bow
Last year, a ruling by the Indiana Court of Appeals, In Re Stuart Cochran Irrevocable Trust,1 sent a shot-across-the-bow warning to trustees trying to...
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...
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...
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....
Life Insurance and Income Tax
New revenue rulings address the income tax consequences of transactions relating the sale and purchase of life insurance policies...
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...
Sell Your Policy?
Who should consider life settlement as one alternative to managing life insurance capital? When is a settlement a wise decision? What factors should be...
Get the Best Offer
Most people would say the hardest part about the life insurance business is getting people to pay for the insurance. I disagree. Once a person selects...
Never Can Say Goodbye
One of the defining characteristics of closely held business owners is their need to control. This need prevents many from using lifetime transfer strategies,...
THE FMV OF LIFE INSURANCE CONTRACTS
The Internal Revenue Service issued Revenue Procedure 2005-25 on April 8, providing additional guidance on determining the fair market value (FMV) of...
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50 Years Ago This Month
| 50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb. |
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