• Enhanced Charitable Trusts Conference Call September 09
  Related Resources:
  • Enhanced Charitable Trust Consumer Brochure
  • Enhanced Charitable Trust Four Reasons Consumer Flyer
  • Enhanced Charitable Trust Producer Guide
  • Enhanced Charitable Trust Producer Online FAQ
  • Enhanced Charitable Trust
    Strategy Summary Producer Flyer
• Guarantees in Retirement Conference Call August 09
  Related Resources:
  • Life Insurance in Qualified Retirement Plans Plans Consumer Flyer
• Business Succession Planning Conference Call July 14
  Related Resources:
  • Life Insurance in Your Business Succession Plans Consumer Flyer

December 2009

• Taking a Look Back . . . and Forward
  Four Questions that Can Lead to Year-End Sales
  by Victor Sanchez
  • PDF of Article
• The Conversation Easement with Wealth Replacement Trust Strategy for Landowners
  by Nerre Shuriah
  • PDF of Article
• The Special Planning Needs of the Nation's 2.1 Million Family Farms
  by Nerre Shuriah
  • PDF of Article
• End of the Year Sales Opportunities Still Exist
  A 412(e)(3) Case Study
  by Michael Gunnar
  • PDF of Article

November 2009

• Transfer Tax Considerations for Foreign Nationals
  by Claire Durand
  • PDF of Article
• Walls Around Wealth - Protecting Legacies from Predators
  by Nerre Shuriah
  • PDF of Article
• Year End Planning Tips
  by Nerre Shuriah
  • PDF of Article

October 2009

• Basics of Planning for the Blended Family
  by Andrea Valdez
• For Small Business Owners - Introducing a New Hybrid Qualified Plan
  by Michael Gunnar

• GASB 45
• Special Needs Trust Ensures Care for Disabled Loved Ones
• Executive Legacy Uses Charitable Giving To Boost Corporate Recruitment