Posted by Jessica Wilson on Mon, Aug 15, 2011 @ 02:39 PM

Join Provada and Prudential on Thursday, August 18 at 10:30am PST as we discuss the challenges of wealth transfer planning in today's uncertain environment. This week's webinar will feature the tools and resources that will help make you successful in wealth transfer planning in to

Posted by Jessica Wilson on Fri, Jul 22, 2011 @ 09:09 AM

Join Provada and Penn Mutual on Thursday, July 28 at 10:30am PST as we discuss how you can use gifts and intra family loans to fund permanent life insurance protection for your clients. This week's webinar will explain how these two strategies offer the advantages of simplicity, tax efficiency and flexibility. Join us this Thursday as we discuss:

Posted by Lloyd Silver on Wed, May 11, 2011 @ 11:53 AM

Financial underwriting is a tricky subject. We often have to go back and forth with underwriters to justify the amount of life insurance a client is applying for. This can often be more difficult than qualifying for the coverage medically.

Posted by Bob Burton on Thu, Feb 3, 2011 @ 04:20 PM

Many agents are bemoaning the fact that the estate tax exemption is now $5,000,000 per person ($10,000,000 per couple), at least for the next two years, because they have lost many opportunities to make large sales of life insurance to pay estate taxes.

Ridiculous!  Yes, that particular sales idea may have been lost for the moment, except with clients who have larger estates, but the federal government has obviously decided that it is eminently reasonable to have an estate of $5,000,000 (or $10,000,000 for a couple), so this should now become everyone’s goal!

Posted by Bob Burton on Wed, Dec 22, 2010 @ 01:20 PM

As all of you must know by now, the compromise tax bill passed by Congress last week and signed into law by the President not only extended the existing income tax cuts for two more years for everyone, even the most wealthy, extended unemployment benefits for 13 more months, and made certain other significant changes, but it also reinstated estate taxes for the next two years.  Some key provisions of the bill as it relates to estate, gift, and generation-skipping taxes will be covered in this and subsequent blog posts.  Sales ideas will also be presented.  Here are the mos

Posted by Bob Burton on Wed, Dec 1, 2010 @ 11:47 AM

The following release was just received from the AALU:

Posted by Bob Burton on Tue, Dec 22, 2009 @ 04:57 PM

For those of you who are pleased that there may not be any estate tax on the estates of  decedents dying in 2010: don’t be.

Posted by Bob Burton on Tue, Dec 15, 2009 @ 02:22 PM

Posted by Bob Burton on Thu, Sep 3, 2009 @ 02:13 PM

Oops! I Didn’t Think I’d Die So Soon.

Oops! I Didn’t Think I’d Die So Soon.

Posted by Bob Burton on Tue, Aug 18, 2009 @ 01:35 PM

As Seen in National Underwriter:

A Guide to Special Needs Trusts by Nerre Shuriah