Robert Kerzner

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  Estate Tax Indecision by Congress Could Mean Big Tax Liabilities

  By Melanie Waddell, AdvisorOne  |  September 26, 2012

  Nearly 15 million U.S. households—or 12.5%—would have a potential estate tax liability if Congress fails to act when the extension to the Bush tax cuts expires on Jan. 1.

• Individual Life Insurance Ownership Falls to 50-Year Low, LIMRA Says

  By John Sullivan, AdvisorOne  |  August 30, 2010

  The Trends in Life Insurance Ownership study, conducted every six years by the life insurance lobbying and marketing organization, found that only 44% of U.S. households have individual life insurance.

• Life insurance lags at start of '09

  By Staff Writer  |  June 16, 2009

  Life insurance sales plummeted in the first quarter of 2009, the steepest quarterly drop since 1943, according to newly released data from LIMRA International. Premium from...

• Insuring Future Success

  By Marlene Y. Satter, AdvisorOne  |  February 1, 2008

  Mergers are not the sole province of corporations. Two longtime financial trade organizations have joined the trend to consolidate. However, they will not lose their...

• Merger Fever Strikes Life Insurance Associations

  By James J. Green, AdvisorOne  |  December 4, 2006

  The presidents of LIMRA International and LOMA--two international associations that provide their insurance and financial services company members with research, marketing, distribution, and operational services--issued...