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By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq. |
May 25, 2012
Many of your clients retiring this year are likely to incur about $240,000 per couple in out-of-pocket health care expenses during retirement. How do you advise them to cover these expenses on a fixed income?
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By Moshe A. Milevsky |
May 24, 2012
In the beginning, life insurance was perceived as just another gamble, or a game of chance, involving three parties.
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By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq. |
May 18, 2012
You can help these clients avoid overpaying for long-term care by using a life insurance policy to provide coverage in the event that long-term care is needed, while simultaneously preserving your client’s estate if the need for care does not arise.
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By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq. |
February 10, 2012
Is there any harm in walking away from a policy without receiving confirmation that the policy was canceled by the carrier?
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By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq. |
December 31, 2011
Reversionary annuities are a low-cost way to ensure that a surviving beneficiary will have adequate income after the death of another.
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By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M. |
December 20, 2011
The IRS has held that a grantor’s power to substitute a policy in an ILIT for another policy of equal value will not result in estate inclusion
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By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M. |
December 18, 2011
What can your business clients offer their key employees who already have everything? A Death Benefit Only Plan funded with life insurance.
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By Marlene Y. Satter, AdvisorOne |
November 28, 2011
The Community Living Assistance Services and Support program, also known as the CLASS Act, was part of the Patient Protection and Affordable Care Act, Obama’s effort at health care reform.
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By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq. |
November 25, 2011
Can life insurance revitalize your high-net-worth clients’ retirement plans?
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By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq. |
November 4, 2011
Trusts offer tremendous advantages over a bare life insurance policy, but how far should you go to assist your clients with their life insurance trusts?
