Filed Under:Annuities, Suitability

Employer-owned life insurance: The rules have changed

A s an advisor, you should pay careful attention to Employer-Owned Life Insurance (EOLI), since new rules can make a significant difference to your clients.

EOLI contracts issued after Aug. 17, 2006 require that certain items be put into place to receive favorable tax treatment. They include:

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Nichole Morford

Nichole Morford
Managing Editor

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