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By Warren S. Hersch |
February 9, 2012
The survey reveals that 83% of Fortune 1000 firms report offering a non-qualified deferred compensation (NQDC) plan to key employees. The survey also notes that the prevalence of these plans in the large corporate marketplace “remains stable in spite of the recent economic downturn.”
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By Warren S. Hersch |
September 15, 2011
Federal analysts made a mistake recently when they included the tax rules governing life insurance death benefits and the buildup of cash value inside permanent life policies on a list of deficit reduction targets, according to Rep. Richard Neal, D-Mass.
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By Warren S. Hersch |
August 18, 2011
Advisors must be prepared to make quick adjustments to clients' retirement portfolios in response to the recommendations of the new "Super Committee" created by the Budget Control Act of 2011.
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By Arthur D. Postal |
August 16, 2011
The insurance industry ranks just 10th on a list of top industry contributors to members of the new "super committee" - the congressional panel that is supposed to find $1.5 trillion in federal spending cuts by Thanksgiving.
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By Rory Banim |
August 9, 2011
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 may have hurt demand for the kinds of life insurance policies used in estate planning.
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By Staff Writer |
August 1, 2011
Pacific Life Insurance Company has acquired the U.S. pension advisory group from JPMorgan Chase & Company.
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By Allison Bell |
August 1, 2011
Some state insurance regulators are looking into the idea of allowing tax-free exchanges of corporate-owned life insurance policies.
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By Randy Kemnitz |
July 1, 2011
Still cold calling business execs and peddling inflexible plans? It may be time for a change. Here are some tips on finding better prospects, faster, and presenting them with the solutions they need.
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By Staff Writer |
June 24, 2011
Bank-own life insurance assets fell to about $122 billion March 31, down 1.6% from the total recorded a year earlier, according to Michael White Associates L.L.C.
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By Arthur D. Postal |
June 23, 2011
The final version of a new federal "family office" regulation includes a broader definition of the term "family client" than the U.S. Securities and Exchange Commission included in the version originally proposed.
