insurance proceeds

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  10 estate planning tax facts you need to know

  By Tax Facts Online  |  April 3, 2013

  We've got the answers to some of your toughest estate planning tax questions.

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  10 life insurance tax facts you need to know

  By Tax Facts Online  |  March 25, 2013

  Your (and your clients') top 10 tax questions, answered.

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  Prudential execs detail winning PR strategies at Executive Conference

  By Warren S. Hersh  |  December 7, 2012

  When faced with a public relations crisis, a life insurance company is sometimes better off lying low than pursuing an aggressive counter-attack strategy.

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  The life insurance fiscal cliff: The end of a tax-preferred product class?

  By Robert Bloink, William H. Byrnes  |  December 3, 2012

  As fiscal cliff negotiations get under way, it's clear that life insurance tax benefits are not safe.

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  Don’t file those life insurance policies away

  By Tom Henske, CFP  |  December 2, 2012

  With lower interest rates, it is crucial that advisors keep an eye on the condition of in-force policies.

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  Maximize your client’s estate

  By Lloyd Lofton  |  October 3, 2012

  A wealth transfer/life insurance strategy can help your clients increase the value of their estate.

• Use caution when it comes to backdating policies

  By Louis S. Shuntich, J.D., LL.M.  |  September 1, 2012

  To avoid estate inclusion, the practice has developed of having the policy applied for and owned by a third party such as an ILIT. It can be done — carefully.

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  Use Caution When It Comes To Backdating Policies

  By Louis S. Shuntich, J.D., LL.M.  |  August 23, 2012

  To avoid estate inclusion, the practice has developed of having the policy applied for and owned by a third party such as an ILIT. It can be done — carefully.

• Asset repositioning

  By Russell E. Towers, J.D., CLU, ChFC  |  August 1, 2012

  The question to ask is, “Can a client use an ‘asset repositioning’ strategy to provide an increased income stream while transferring an equal or greater asset value to heirs?” The answer is yes.

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  Insuring Parents of Children with Special Needs: What You Need to Know

  By Barry L. Goldberg and Dan Pierson  |  July 1, 2012

  It can be difficult to underwrite clients who have children with special needs — but it’s far from impossible.