Premium financing: the last choice, not the first choice

Article Abstract:

The authors assess the techniques for financing life insurance premiums used by insurance professionals. Topics include borrowing strategies and the risks of borrowing. A checklist of key points for practitioners is provided.

Life Insurance, Direct Life Insurance Carriers, Finance, Tax planning

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Dealing with EGTRRA's impact on an insurance professional's practice

Article Abstract:

The impact of the Economic Growth and Tax Relief Reconciliation Act of 2001 on the practices of insurance advisors and estate planners is analyzed. Key points for use in advising wealthy clients in provided .

Laws, regulations and rules, Financial planning, Contracts, Insurance agents, Insurance policies

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Performing due diligence with respect to life insurance trusts is crucial

Article Abstract:

Due diligence techniques in the management of irrevocable life insurance trusts are discussed. A checklist of due diligence actions that should be taken is included.

Management dynamics, Asset & Risk Management, Methods, Management, Risk management, Company business management, Due diligence, Life insurance trusts

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