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Prudential - Required Minimum Distributions During Participant's Lifetime

Prudential - Death Taxes Are Not Dead

Many states impose their own estate or inheritance tax system (death taxes). Consequently, in states with independent death taxes, individuals with modest estates can owe thousands of dollars of state death taxes even if the federal tax does not apply.

Transamerica - Don't Sweat It. No Estate Tax Liability Required

These days justifying coverage for prospects without an estate tax liability can be a pretty taxing endeavor. Well, don't sweat it, Transamerica is making the task a lot easier.

Principal Financial Group - Estate Protection to the Rescue

Now there's help for clients facing estate tax uncertainty.

Transamerica - Estate Planning for Blended Families

The evolution of the family structure poses new challenges—traditional estate-planning techniques are no longer as effective in addressing the needs of today's blended families.

AXA - Private Split Dollar

Address You Clients' Insurance Needs Using Their Own Assets

ING - Planning Solutions Executive Bonus and Restriced Executive Bonus

Executive Bonus and Restricted Executive Bonus Arrangements (REBAs) using Life Insurance

Omaha - United of Omaha

What better way to show you care than by purchasing a life insurance policy on your life for your favorite charity? Your tax-deductible gift of life insurance can allow the organization of your choice to continue, perhaps even increase, its programs and finance valuable projects.

AXA - Income Max Strategy

Income Max Strategy- A strategy to maintain or increase your after-tax income and transfer wealth to your beneficiaries.