person life insurance

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  Talking buy-sell reviews

  By Steve Parrish, Pete Leo  |  December 19, 2012

  Two industry experts discuss various approaches to exit planning, business valuation and buy-sell agreements.

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  Franchisees: A Large, Growing Market for Life Insurance Solutions

  By Brian McKenna, CLU, ChFC  |  April 27, 2012

  The U.S. franchise industry is growing quickly — and so are its life insurance needs. Here's how you can serve this often overlooked market.

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  A hard pill to swallow

  By Ted Tafaro  |  January 1, 2012

  Cardiologists, orthopedic surgeons, physicians, and the pricey nip-and-tuck specialists from Beverly Hills to Park Avenue are all highly trained and highly compensated professionals. Although they possess the skills to put Humpty Dumpty back together again, what happens when they themselves fall off the wall?

• The Most Overlooked Risk in Private Equity

  By EDWARD A. TAFARO  |  November 3, 2011

  While investors go to great lengths to cover their bases on all of the potential issues in the private equity realm, a few things too commonly get overlooked. "They just don’t think about it," said Daniel J. Krekeler, who has spent the last 20 years designing and implementing key life...

• Leveraging the Tax Reform Act for your business clients

  By Steve Parrish  |  April 14, 2011

  Business owners have just two years to take advantage of the 2010 Tax Reform Act. Here are some key income and employment tax planning strategies involving life insurance that can be adopted now to help lower the upcoming tax bite.

• In Downturn's Wake, More Owners are Turning to ESOPs

  By Warren S. Hersch  |  October 11, 2010

  (S-ESOPs), the most prevalent private business entity, enjoyed a 2% rise in employment in 2008 while U.S. private employment fell by nearly 3% over the same time period.

• The Second Sale: Winning Over Underwriters For Coverage

  By Terri Getman  |  June 24, 2010

  Have you had a case declined because of a lack of insurable interest or insufficient financial justification?