Is there life after life? Building a financial planning practice
Article Abstract:
The author describes his move from a traditional life insurance sales career into a financial planning management position and the role of life insurance in his new position.
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
Financial planners
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
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Coupling insurance-funded buy-sell agreements with a partnership: a preferred approach
Article Abstract:
The author discusses using insurance-funded buy-sell agreements with partnerships or limited liability companies to obtain tax advantages.
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
Taxation, Limited liability companies, Partnership, Partnerships, Buy-sell agreements
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
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Painless premium payment planning
Article Abstract:
The author discusses means to minimize life insurance premium payments as part of estate tax planning.
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
Planning, Usage, Estate tax, Estate taxes, Strategic planning (Business)
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
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Subjects list: United States, Management, Life insurance
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