January 2006  
Articles
ABS Maintains Focus - Offering Solutions To All Life Insurance Sales Situations!
Estate and Retirement Planning Numbers for 2006
Spousal Lifetime Access Trust - Wealth Preservation
What You Should Know About Key Person Life Insurance
Tools of the Trade
Life Needs Analysis
Human Life Value
Agent Sales Corner
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ABS Maintains Focus - Offering Solutions To All Life Insurance Sales Situations!
by Brien P. Tilley

Why do thousands of life insurance agents do business with American Brokerage Services, Inc.?  Clearly, the answer is that ABS has established a reputation for providing value added resources that ultimately enhance our agents’ productivity.  In this respect, in 2006, we will maintain our focus as your “24/7 Life Insurance Solutions Engine.”  Our goal is simple – to provide our agents with solutions to any life sales situation they encounter!


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Estate and Retirement Planning Numbers for 2006
by American General

For 2006, many estate and financial planning numbers will increase. Below is a rundown of principal changes to estate and retirement plan limits.


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Spousal Lifetime Access Trust - Wealth Preservation
by Met-Life

In estate planning discussions with clients, multiple concerns often surface. Clients would like to be able to accumulate cash assets on a tax-favored basis. They want to pass as large a share of the estate as possible to children or grandchildren, without incurring income, gift or estate taxes. And, there is often a concern about the spouse having a readily available source of income.
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What You Should Know About Key Person Life Insurance
by Genworth Financial

What is a person worth to a business?  That question drives all key person life insurance sales.  If a key person died tomorrow, how would the business suffer?  If you understand some of the answers to that question you can help businesses protect themselves from those consequences:


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Company Spotlight
Planning in an Envrionment of Estate Tax Uncertainty

Although current legislation gradually reduces estate taxes and increases the credit exemption equivalent with total repeal in 2010, a “sunset” provision in the tax law springs current law back into effect in 2011.


 

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