Posted by Stephen Silver on Tue, May 24, 2011 @ 12:14 PM

Join Provada and Penn Mutual as we discuss a premier bonus program available to your executive clients.  Here are some of the details:

• In's and out's of the Premier Bonus Program
• Policy cash flow from contribution through retirement
• Array of benefits program offers your clients

May 26, 2011 - 10:30am PT

Posted by Stephen Silver on Wed, May 18, 2011 @ 01:04 PM

Join Provada and Penn Mutual as we discuss a premier bonus program available to your executive clients.  Here is what will be discussed:

• Ins and outs of the Premier Bonus Program.
• Policy cash flow from contribution through retirement
• Array of benefits this progream

May 26, 2011 10:30am PT

Posted by Bob Burton on Wed, Jan 20, 2010 @ 07:05 PM

I have been in the life insurance business now for 45 years, and one of the things that continues to give me serious concern on an ongoing basis is the lack of attention to beneficiary designations.

I’m not just talking about beneficiary designations on Individual Life Insurance policies one of us may have sold (although they often control the largest number of dollars), but also to all of the following:

· Beneficiary designations on Employer-Provided Group-Term Life Insurance

· Beneficiary designations on Association or Union-Sponsored Group-Term Life Insurance

· Beneficiary designations on Military and other Government Life Insurance policies and benefits

· Beneficiary designations on Life Insurance acquired through AARP or similar channels

· Beneficiary designations on Business-related Life Insurance policies (Buy-Sell, Key-Person, etc.)

· Beneficiary designations on Immediate or Deferred Annuities

· Beneficiary designations for Death Benefits under Qualified or Non-Qualified Retirement Plans

· Beneficiary designations on IRA Accounts

· Beneficiary designations on Bank Accounts and Securities Accounts

Do you get the idea? I’m talking about ANY type of asset that allows the owner to designate the beneficiaries for any amounts payable at death. After all, these assets often comprise the major portion of an individual’s total net worth!

Posted by Bob Burton on Mon, Jun 8, 2009 @ 03:16 PM

Employer Owned Life Insurance

Posted by Bob Burton on Tue, May 5, 2009 @ 07:45 PM

With the current “flight to safety” as a reaction to the devastation visited on retirement plans by the drastic stock market declines over recent months, life insurance is being looked upon more favorably than almost ever before.  This applies not only to individuals, but also to businesses.

Posted by Bob Burton on Mon, May 4, 2009 @ 02:08 PM

While recently enacted IRC Sec.

Posted by Bob Burton on Thu, Jan 31, 2008 @ 11:02 AM

Alternatives to 401(k) Plans for Highly Compensated Employees (HCEs)