Life Insurance Tax Shelter Press Articles

Reference & Research Book News - The fundamentals of estate planning

April 1, 2012 --

The fundamentals of estate planning. (CD-ROMs included)

Vallario, Angela M.

Carolina Academic Press

2012

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Market Wire - WEIL QUARANTA, P.A. Announces Jury Trial Set for Pacific Life Flex XII 412(i) Insurance Policies in U.S. District Court Ft. Lauderdale Florida on December 19, 2011

October 13, 2011 --

United States District Judge for the Southern District of Florida, the Honorable Kathleen M. Williams, has scheduled a specially set jury...

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Virginia Tax Review - Beating the "wrap": the agency effort to control wraparound insurance tax shelters

June 22, 2005 -- I. INTRODUCTION

I. INTRODUCTION

The owners of cash value life insurance and annuity contracts have long been able to defer paying tax...

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Business Wire - Standard & Poor's Research Update: Security Benefit Life Insurance Co. Ratings Affirmed; Outlook Stable

November 2, 2004 -- NEW YORK -- Credit Rating:A+/Stable/A-1

NEW YORK -- Credit Rating:A+/Stable/A-1

On Nov. 2, 2004, Standard & Poor's Ratings...

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Financial Planning - All Washed Up

April 1, 2004 --

If you sold clients a 412(i) defined benefit plan recently as a tax shelter, you may be regretting it. At one point or another, most advisers...

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