National Underwriter Life & Health Magazine May 12, 2008
Cover Story
Pay For Performance--More Timely Than Ever
A recession, which economists forecast is on the horizon (if not already upon us) is normally associated with sweeping job cuts and business retrenchment. But for many highly valued executives...
Focus
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Funding "B" Trusts Early With Deferred Annuities
The B trust (also known as a credit shelter trust or bypass trust) is a basic component of estate planning. The vehicle is most often ...
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Transferring A Business Using A Family Limited Partnership
Some common elements inherent among founding owners of closely held family-operated businesses are a strong work ethic and an unmitigated will to succeed. These people ...
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Wealth Transfer Planning Helps Minimize Taxes And Maximize Gifts
For individuals looking to minimize their taxes and maximize their gifts to their heirs or loved ones, lifetime wealth transfer planning may be the answer. ...
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Built-in GRAT Exit Strategies For Self-Financed Premiums
The ability to leverage one's assets through the use of life insurance makes it an extremely compelling and almost universal part of most high-net worth ...
News
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Number Of LTC Workers Declining, Threatening A Future 'Care Gap'
An analysis by Genworth Financial Inc. finds the number of caregivers providing long term care services in the U.S. is dwindling, threatening to accelerate LTC ...
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Actuaries Seek To Educate Treasury On Principles-Based Reserving
Life actuaries are responding to an IRS Notice requesting input on a proposed principles-based reserving system currently under development and a proposed actuarial guideline--VA-CARVM--that establishes ...
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AALU Pushes OFC, Bashes STOLI
Association for Advanced Life Underwriting officials last week made clear they support legislation creating an optional federal charter for insurance.They also said they "applaud" the ...
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AALU Speaker: 2009-10 Will Be 'Mother Of All Tax Writing Periods'
Congress could decide next year to extend the estate tax provision levels now scheduled for 2009 into 2010 while it continues to fashion a permanent ...
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Holocaust Claims Bill Sparks Debate
Legislation that would allow Holocaust survivors to file suit over insurance policies from that era was the subject of debate at a hearing of the ...
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CMS Toughens Medicare Advantage Oversight
The Centers for Medicare and Medicaid Services last week proposed new regulations that considerably toughen marketing and operations oversight on insurers offering Medicare Advantage and ...
Features
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Estate Planning For The 'Non-Traditional' Couple
Same-sex couples do not enjoy the rights afforded to heterosexual counterparts under federal law, but strategies are available to help them achieve their estate planning ...
Opinion
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Alphabet Soup And Gobbledygook
Regarding the recent Dateline expos? titled "Tricks of the Trade," I have two fundamental observations.First of all, the incidents and allegations stated or implied should ...
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Guarantee Glamour
An article in last week's issue really resonated with me because, for once, the speaker who was quoted seemed to have no truck with the ...
