Stealth split dollar

Article Abstract:

Many corporations, including non-profit, have attracted criticism because of alleged exorbitant compensation packages, but corporations must adequately compensate employees for their contributions or face losing key personnel. One method of compensation that involves only short-term costs and will not draw criticism because no hard-dollar current payments are made is split dollar life insurance policies. Though such expenditures are not currently tax deductible, any future cash payments are deductible and cash value interest can help employers' income statements.

Accounting and auditing, Employee benefits

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The family business sale: it's more than tax planning

Article Abstract:

Estate planners and underwriters should pay attention to the emotional, as well as financial, needs of their clients, especially in cases involving family-owned businesses. Doing so will better enable them to take advantage of the family business market. In-fighting amongst family members often affects the distribution of the business at the time of the owners' death. By planning ahead with this in mind it is possible to keep all of the family satisfied. Split dollar agreements are also discussed.

Laws, regulations and rules, Decedents' estates, Family-owned business enterprises, Family-owned businesses

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Success begins with "M." (insurance underwriting)

Article Abstract:

Insurance sales professionals can become more successful by using marketing techniques aimed at acquiring, educating, and retaining clients. Focused advertising may attract older or ill clients. Educating these clients regarding the tax benefits of products such as annuities is the next step. Retention of clients is more likely if they are given continued attention after they have purchased the products.

Insurance, Insurance Carriers and Related Activities, Personal Tax Planning, INSURANCE CARRIERS, Methods, United States, Personal finance, Marketing, Tax planning, Client development, Insurance agents

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