General life insurance

Life Insurance – A Remedy for Uncertainty.

Topics: Estate planning, General life insurance

In an uncertain environment, clients should still move forward with life insurance planning because it: (1) focuses clients on analyzing the assets required to maintain their lifestyle, (2) implements needed planning without leaving clients feeling “locked-in,” and (3) offers both a lifetime investment component and death benefit protection, while simultaneously addressing practical needs and tax...

Preserving Value & A Family Legacy – 8 Non-Tax Reasons to Use Life Insurance for Business Succession.

Topics: Estate planning, General life insurance

In capitalizing on the value of their companies, business owners must confront two important but distinct matters in their legacy plans: (1) tax planning and (2) business succession planning. Business succession planning is crucial to support business continuity, provide financial security for business owners and their families, and ensure sufficient liquidity to pay taxes and…

Key Employee Compensation 101- Favorable Economic Conditions Make Effective Key Employee Compensation Programs Critical.

Topics: COLI/BOLI, General life insurance, Policy loans

Effective key employee compensation programs serve a myriad of functions, such as recruitment, motivation, performance recognition, retention, alignment with shareholder interests, and succession planning. Program design options and benefits are voluminous and provide employers with extensive flexibility to meet the specific desires and needs of both the employer and the employees.

Happy Holidays: A Few Simplified Charitable Giving Approaches Using Life Insurance

Topics: Charitable giving, Estate planning, General life insurance

Thursday, December 3, 2015WRM#15-44 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-aways, for AALU members, clients and advisors.…

Getting Everyone on the Same Page -­ Life Insurance Basics for the Allied Advisor 

Topics: General life insurance

Thursday, November 12, 2015WRM#15-­42 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-­aways, for AALU members, clients and advisors....

Long-Term Care Insurance – Individual Income Tax Basics.

Topics: Estate planning, General life insurance

Thursday, August 6, 2015WRM#15-29 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take- aways, for AALU members, clients and...

Excluding Life Insurance Death Benefits from the Estate – Easy, Right? It Depends.

Topics: Estate planning, General life insurance, Split-dollar

Thursday, May 7, 2015WRM# 15-16 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-aways, for AALU members, clients and…