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• Life Insurance as an Asset Class Conference Call June 09
  Related Resources:
  • Sample Internal Rate of Return Illustration
  • Worth Magazine Article: Untapped Potential
  • Advanced Matters - June 2009 Issue
  • Life Insurance as an Asset Class Consumer Flyer
• Annuity Maximization Conference Call May 12
  Related Resources:
  • Annuity Maximization Strategy Summary
  • Using Your Annuity to Purchase Life Insurance Consumer Flyer
• Special Needs Trust Conference Call Apr 14
• Estate Tax Liquidity Conference Call Mar 10
• Term for Life Conference Call Feb 09

September 2009

• Leaving a Legacy with an Enhanced Charitable Trust
  by Claire Durand
• News Item: Exchange Your Policy and Ensure Your Deduction
  by Andrea Valdez
• Estate Planning for the Family Home
  by Nerre Shuriah

August 2009

• Power of Ideas - August's Idea is Guarantees in Retirement
  by Michael Gunnar
• Finding Opportunities During Down Times Part III - Declining Rates, Increasing Opportunities
  by Michael Gunnar
• News Item: New Guidance on Employer-Owned Life Insurance
  by Claire Durand

July 2009

• Business Succession Planning: Combating the High Failure Rate in Transferring Closely-Held Businesses
  by Nerre Shuriah
• Finding Opportunities During Down Times Part II—Discovering Good News in a Bad Market
  by Michael Gunnar
• Estate Planning for Non-married Couples—Avoiding Problems & Protecting Partners
  by Andrea Valdez
• News Item: New Guidance for Tax Treatment of Policy Surrenders and Sales
  by Nerre Shuriah

June 2009

• Life Insurance as an Asset Class: Providing Comfort in Uncomfortable Times
  by Victor Sanchez
• Finding Opportunities During Down Times: Roth IRA Conversions
  by Michael Gunnar
• News Item: A Cautionary Word on Donor-Advised Funds
  by Claire Durand
• Life Insurance Planning Pitfalls: Stay Away from These Common Mistakes!
  

May 2009

• Planning with IRAs
  by Claire Durand
• Life Insurance Planning Pitfalls
  
• News Item: Tax Court Opinion Underscores Perils of Policy Loans and Unintended Tax Consequences
  

April 2009

• Quantifying the Need for Special Needs Trust Planning: A Hypothetical Example
  by Nerre Shuriah
• The State of the Estate Tax
  by Andrea Valdez
• Term for Life
  by Michael Gunnar
• Life Insurance Planning Pitfalls
  

March 2009

• The Fundamentals of Life
  by Michael Gunnar
• Guided Inheritance
  by Nerre Shuriah
• Enhanced Charitable Trust: Frequently Asked Questions
  by Claire Durand
• Life Insurance Planning Pitfalls
  

February 2009

• Finding the Silver Lining: Sales Opportunities Amidst Economic Crisis
  by Andrea Valdez
• Of Love and Life Insurance: An Argument
  by John Brehm
• Life Insurance and the Three-Year Lookback Rule: Clearing Up Some of the Confusion
  by Nerre Shuriah
• News Item: Congress' Minimum Distribution Relief
  by Michael Gunnar
• Retirement Planning Pitfalls: Stay Away from These Common Mistakes!
  

January 2009

• Financing your Legacy with Life Insurance: The Enhanced Charitable Trust
  by Claire Durand
• Winds of Change...The Future of Estate and Income Taxes
  by Michael Gunnar
• News Item: Newly Identified Transactions of Interest Involving CRTs
  by Nerre Shuriah
• Life Insurance and Tax Planning Pitfalls: Stay Away from These Common Mistakes!
  

December 2008

• Business Succession Planning for the Sole Proprietor: One-Way Cross Purchase Buy-Sell Agreements Funded with Life Insurance
  by Nerre Shuriah
• Retirement Planning Pitfalls: Stay Away from These Common Mistakes!
  Read by Matt Stramer (no author)
• News Item: Charitable IRA Distribution Makes a Comeback
  by Claire Durand
• News Item: Farm Bill Extends Conservation Easement Incentives
  by Nerre Shuriah
• Trust Protector: An Emerging Phenomenon
  by Andrea Valdez
• Volatile Markets and Retirement Income
  by Michael Gunnar

November 2008

• IRC §409A: Impending Deadline for Nonqualified Deferred Compensation Plans
  by Claire Durand
• Life Insurance Planning Pitfalls
  Read by Matt Stramer (no author)
• Implications of the Newly Passed Housing Recovery Act
  by Michael Gunnar

October 2008

• Premium Financing Options for Small Businesses
  by Andrea Valdez
• GRATs: So Many Varieties!
  by Nerre Shuriah
• Transamerica Success Stories
  Read by Matt Stramer (no author)
• Life Insurance Planning Pitfalls
  Read by Matt Stramer (no author)

September 2008

• Unmarried Couples: Special Concerns for Estate Planning
  by Nerre Shuriah
• NEWS ITEM: The Effect of COLI on an S Corporation's AAA Account
  Read by Matt Stramer (by Nerre Shuriah)
• LIFE INSURANCE PITFALLS: Stay Away from These Common Mistakes!
  Read by Matt Stramer (no author)

August 2008

• Section 101(j): Reporting Requirements for Employer-Owned Life Insurance
  by Claire Durand
• IRA Beneficiaries and the Delay of Required Minimum Distributions
  by Michael Gunnar
• It's Just Business...and a Great Business at That!
• Transamerica Success Stories
  by Michael Gunnar
• Life Insurance Planning Pitfalls
  by Nerre Shuriah

July 2008

• Split Dollar Arrangements: Taking Another Look
  by Claire Durand
• The Difference between Self-Financing and Private Split Dollar-Aren't They the Same Thing?
  by Nerre Shuriah
• Did You Know?
  by Nerre Shuriah
• Shades of Gray-Taxation of Life Settlements
  by Andrea Valdez

June 2008

• Slow Down, You Move Too Fast: Making Premium Financing Last
  by David Eisenberg
• News Update: Modifications to Split Dollar Do Not Affect 101(j) Status
  by Nerre Shuriah
• Did You Know?
  by Nerre Shuriah
• Sales Tips: Life Insurance Can Help You Qualify for More Financial Aid
  by Nerre Shuriah

May 2008

• The Enhanced Charitable Lead Annuity Trust - A New Approach for an Old Challenge
  by Michael Gunnar
• News Update: Roth IRAs, Non-Spousal Beneficiaries and Retirement Plan Assets
  by Michael Gunnar
• Did You Know?
  by Nerre Shuriah
• News Update: IRS Imposes More Stringent Compensation Deduction Rules for Public Companies
  by Nerre Shuriah

April 2008

• Health Corner: The Ultrafast/EBCT Cardiac Test
  by Dr. Pete Bell and Nerre Shuriah
• Transamerica's Story ... Have You Heard it?
  by Victor Sanchez
• New Items: Recent Developments Affecting Estate Planning
  by Nerre Shuriah
• Did you Know?
  by Nerre Shuriah

March 2008

• Building a Better Referral Business
  by David Eisenberg
• Net Unrealized Appreciation - The IRA Rollover Is Not Always The Best Option For Clients
  by Michael Gunnar
• Did You Know?
  by Nerre Shuriah