August 2005  
Articles
Income Enhancement Trust
Life Settlements… What is your position: Actively selling? Confused? Looking for education?
Maximum Tax Advantaged Life
Case Study: Scuba Diving
Tools of the Trade
Life Needs Analysis
Human Life Value
Agent Sales Corner
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Income Enhancement Trust
by Columbus Life Insurance Company

The Income Enhancement Trust is an asset conversion strategy that focuses on producing income for retirement, while enjoying some benefits for reducing a taxable estate.
[FULL STORY]
 
Life Settlements… What is your position: Actively selling? Confused? Looking for education?
by Brien P. Tilley

It is abundantely clear that Life Settlements are the “buzz” of the insurance industry. Yet, it is also quite apparent that there is a tremendous need for educating life insurance agents on the benefits and appropriate use of this medium.
[FULL STORY]
 
Maximum Tax Advantaged Life
by Bob Miller, AIG Life Brokerage

Back when Universal Life first hit the market, the major sales strategy for it was retirement savings. The popular idea was to buy the minimum amount of death benefit and to put the most money you could afford into the contract.
[FULL STORY]
 
Case Study: Scuba Diving
by Prudential

SCUBA diving is likely to be the sport most frequently encountered in underwriting.
[FULL STORY]
 
Company Spotlight
Estate Planning with Charitable Gift Annuities
How about a charitable gift annuity combined with life insurance purchased by an irrevocable wealth replacement trust?
 

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