Written by Matt on May 9, 2012 – 5:45 am
JH Advanced Markets Radio May 8, 2012 Farm Family Planning with Dr. Neil Harl Back by popular demand: Dr. Neil E. Harl, JD, PhD, and the Charles F, Curtiss Distinguished Professor in Agriculture Iowa State University and Randy Zipse, JD, CPA, the Senior Counsel and VP of JH Advanced Markets Group. Today’s broadcast is a [...]
Written by Matt on May 8, 2012 – 4:50 pm
In this issue: – Transfers to irrevocable trust were completed gifts, and withdrawal rights were unenforceable, thus no annual exclusion allowed – Obama administration budget proposals for fiscal year 2013 – Transfer of asset to FLP was a bona fide sale, so value not includible in estate of transferor – Transferor made a taxable gift [...]
Written by Matt on May 8, 2012 – 4:46 pm
The process of managing business risk, so the business can continue to operate. It incorporates the following process: analysis of current position, designing a solution, implementing the solution, and maintenance to make changes needed. Business Strategies Life Insurance Funded Buy-Sell Arrangements Buy-Sell Life Insurance Checklist Case Profile: Buy-Sell Arrangements Key Employee Life Insurance Checklist Key [...]
Written by Matt on May 8, 2012 – 4:46 pm
Investment advisory discipline that incorporates financial planning, investment portfolio management, and a number of aggregated financial services. Usually provided by banks, trust companies and brokerages for those with sizable (over $500,000) assets. Bridging The Financial Gap Case Profile Bridging The Financial Gap with Life Insurance Select Solutions Comparison of Nonqualified Executive Benefit Arrangements Business Insurance [...]
Written by Matt on May 8, 2012 – 4:46 pm
A process used during one’s lifetime to help make sure that accumulated wealth is distributed to your intended beneficiaries. The process incorporates gift, estate, and tax planning strategies. Tax Bill or a Legacy Your Retirement Plan or Tax Bill – Which Will Your Children Inherit? Roth Conversion & IRA Distribution Strategy The Roth Alternative – [...]
Written by Matt on May 8, 2012 – 4:46 pm
These materials provide the necessary tools to make selling insurance easier and to help ensure you are meeting the client’s insurance needs. The tools provide a consistent process to help ensure the appropriate information is gathered, to help determine the appropriate type of insurance required, the correct amount, etc. In addition, these tools help with [...]
Written by Matt on May 8, 2012 – 4:40 pm
Similar to Wealth Transfer, but more narrowly focused on the process of disposing of an estate. Attempts to eliminate uncertainties over the administration of probate and maximize the value passing to beneficiaries. New Developments Affecting Estate Planning Dynasty PruLife Protector Provides Risk Free Funding of GST Exemption
Written by Matt on April 13, 2012 – 10:46 am
116247_AGLC105994_Gifting_flyer_FINAL__4__copy.pdf
Written by Matt on April 12, 2012 – 7:13 pm
JH Advanced Markets Radio April 3rd, 2012 Policy Valuation with Mary Ann Mancini Today we provide a follow-up discussion to the 2011 University of Miami Tax Institute Joint Session on Life Insurance Policy Valuation with, Mary Ann Mancini, JD, Partner with Bryan Cave LLP and Randy Zipse, JD, CPA, the Senior Counsel and VP of [...]
Written by Matt on April 2, 2012 – 7:00 am
Join us Thursday, April 5th at 1PM EASTERN for a 45-minute webinar on life insurance premium financing. First Insurance Funding just announced new lower lending rates – join us on this webinar to learn more. Quick introduction to traditional premium finance Client profiles and premium finance structures for estate planning and business planning Current lending [...]
Written by Matt on March 29, 2012 – 12:18 pm
In this issue: – Transfers to irrevocable trust were completed gifts and withdrawal rights were unenforceable, thus no annual exclusion allowed – Deduction denied for donation of house to fire department for training – Value of property transferred to FLP not includible in transferor’s wstate – Time extended for estates of decedents dying in 2011 [...]
Written by Matt on March 29, 2012 – 12:17 pm
JH Advanced Markets Radio March 20, 2012 Affinity Fraud with Larry Rybka Today, Larry J Rybka, JD, CFP, the President and CEO of Valmark Securities as well as Chairman of the AALU’s Regulatory Reform Committee, joins Randy Zipse, JD, CPA, the Senior Counsel and VP of JH Advanced Markets Group, to discuss recent developments in [...]
Written by Matt on March 21, 2012 – 12:18 pm
JH Advanced Markets Radio March 6, 2012 Green Book Tax Proposals with Mel Warshaw The Treasury recently released the Obama Administration’s Green Book for Fiscal Year 2012. In today’s re-air, Melvin Warshaw, JD, LLM, SVP and General Counsel of Financial Architects Partners joins Randy Zipse, Senior Counsel and VP, JH Advanced Markets Group, to discusses [...]
Written by Matt on March 5, 2012 – 6:38 am
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