Daniel J. Munroe

• Hybrid product design

  By Daniel J. Munroe  |  October 4, 2010

  As more and more hybrid products are being rolled out by carriers, you have more options than ever before to meet diverse client needs.

• The Benefits Of Life Insurance Held Inside The Qualified Plan

  By Daniel J. Munroe  |  June 11, 2006

  So often in estate and wealth planning, producers are asked to maximize an asset's value for the benefit of future generations. This proposition, when taken ...

• The Special Needs Trust: Overlooked And Underutilized

  By Daniel J. Munroe  |  January 1, 2006

  Last year, much of the country joined the debate concerning Terri Schiavo and became better educated on planning issues involving special needs individuals. While the ...

• An Individual(k): Retirement Funding For The Self-Employed

  By Daniel J. Munroe  |  June 11, 2004

  An Individual(k): Retirement Funding For The Self-EmployedHigh on the list of challenges that small business owners face in 2004 is how to retire with sufficient ...

• Funding Executive Benefits with Universal Life

  By Daniel J. Munroe  |  May 1, 2004

  Many effective planning techniques enjoy both good press and bad at some point. The business-planning technique of corporate-owned life insurance (COLI) is no exception. Despite some bumps in the road during the past few months, however, the

• Go top of page 10 with Nonqualified Annuities kicker

  By Daniel J. Munroe  |  April 2, 2004

  Amplify Your Practice With Advanced Sales SupportFor independent brokers who arent already doing so, entering the advanced sales markets can give them the opportunity to ...

• Section 412(i) Plans: Providing Protection To the Small Business Owners in the Eye of a Storm

  By Daniel J. Munroe  |  October 1, 2003

  In the blockbuster-hit movie "The Perfect Storm," the 72-foot fishing vessel, The Andrea Gail, left the safe harbor in Gloucester, Massachusetts early one September morning. Captain Bill Tyne, played in the film by George Clooney, expected an

• The VUL Option For College Funding Might Be Right For Your Clients

  By Daniel J. Munroe  |  August 25, 2003

  The VUL Option For College Funding Might Be Right For Your ClientsAs a father of a six-year-old girl and a three-year-old boy, college seems like ...