person insurance

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  Buy-sell planning is the new estate planning

  By William P. Stark  |  February 8, 2013

  That hole the new estate tax left in your business? Plug it with business planning.

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  Outlook 2013: Expect more tax-wise advanced markets sales

  By Warren S. Hersch  |  January 28, 2013

  New legislation provides permanency to a federal tax code that, in many ways, makes life insurance more valuable than ever.

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  Across the Globe, the Regulatory Vise Tightens

  By Warren S. Hersch  |  June 18, 2012

  During the 2012 annual meeting of the MDRT, members from Australia, Canada, the U.S. and the U.K. explored regulatory, practice management, and product issues and trends.

• Successful Succession Planning Depends on Updates

  By Seth Salomon  |  April 1, 2012

  Making sure a succession plan grows with a business can help keep your clients safe — and your practice booming.

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  Business Changes Can Mean Life Settlement Opportunities

  By Robin S. Weinberger, CLU, ChFC, CLTC, and Peter N. Katz, J.D., CLU, ChFC  |  February 28, 2012

  Life settlements aren't only for individuals; businesses may need the help, too.

• Business development, today

  By Brent Welch  |  November 1, 2011

  According to a 2010 Investment News/Moss Adams financial performance study, more partner time for business development is a top priority for advisory firms.

• Expanding Your Practice Beyond the For-Profit World

  By Warren S. Hersch  |  October 24, 2011

  For most life insurance and financial service professionals, non-qualified deferred compensation calls to mind executive benefit plans used in the for-profit world: bonus plans, split-dollar arrangements, salary-continuation and salary-reduction packages used to recruit, reward and retain top management talent.

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  The Role of Fixed Indexed Universal Life Insurance as a Retirement Income Tool

  By Dennis Sudac  |  October 12, 2011

  Among its universal life counterparts, FIUL is the “new kid on the block.” As a result, many prospective Boomer customers are not familiar with how it works or what it can achieve on their behalf.

• Re-Imagining Your Tool Box for the Small Business Client

  By Warren S. Hersch  |  June 6, 2011

  Though the U.S. economy is improving, observers say many small businesses are either unable or unwilling to set aside cash for permanent life insurance to fund non-qualified compensation plans for key executives.

• Post-Recession, EOLI Sales Are On The Mend

  By Warren S. Hersch  |  June 7, 2010

  Sales of employer-owned life insurance are on the rebound.