By Doug Himmel As 2008 fades into history, we can look back upon what was truly a very interesting yea...
Continue reading " The Death of The Life Settlement Market Has Been Greatly Exaggerated"
Recently in Insurance Category
By Barry Rabkin, Senior Research Analyst, Financial Insights, an IDC CompanyI live in the small town of Hopkinton, Massachusetts. There are about 13,000 of us except for the one day during the year when the population swells to about 100,000....
By Martin M. Shenkman, Esq. Introduction Irrevocable life insurance Trusts ("ILITs") are a common estate planning tool. Having a trust own your insurance can keep the proceeds outside your taxable estate, protect the proceeds for your surviving spouse,...
Continue reading "The Practical Planner: "Insurance Trusts (ILIT) Not So Simple""
by Martin M. Shenkman, CPA, JD, MBA and Richard L. Harris, CLU, AEP Introduction to Split-Dollar A Split-dollar arrangement is a way of funding the purchase of life insurance between two parties. It is not an insurance policy....
By David A. Wexler, CLU, ChFC At a recent life insurance industry convention, two pundits were debating the pros and cons of the Investor Owned Life Insurance - known as IOLI - transaction (also known as Speculator initiated Life Insurance...
Continue reading "The IOLI, SPINLIFE, STOLI transaction, what is it and is it good for your client?"
Martin M. Shenkman, CPA, JD, MBA and Richard L. Harris, CLU, AEP Introduction to Split-Dollar A Split-dollar arrangement is a way of funding the purchase of life insurance between two parties. It is not an insurance policy. In split-dollar,...
Continue reading "Split-Dollar Arrangments for Life Insurance - An Overview"