Insurance

Bulk operations
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31 Oct 2008 | Insurance | National Publication | Article | 1 comments
Under the right conditions, sale of a life interest may be a good policy.

Life settlement, in which life insurance policies are sold in a secondary market, has become a major financial market and viable opportunity for policyowners to convert unneeded policies for more than their cash surrender value (CSV), often with favorable tax...

5
An Objective Primer for Planned Giving Officers

Life Insurance can be an important asset to charities because if it is structured, funded, and managed properly it is capable of providing a significant amount of liquid wealth that is not correlated to traditional investments or market results.  These policies...

4.666665
9 Feb 2005 | Insurance | National Publication | Article | 9 comments
Earlier this week, Treasury released the Bush Administration's Fiscal 2006 Revenue Proposals which include a provision that, if adopted, would impose a 25% excise tax on distributions from certain investor owned charitable life insurance contracts. In this article from...
4.4
1 Sep 2009 | Insurance | National Publication | News story | 4 comments
According to a report in the Des Moines Sunday Register and as further reported in TaxProf Blog, nearly 1,700 contributors to a University of Northern Iowa athletic scholarship fund lost an estimated $6.8 million in accumulated insurance this year...
3.5

Charitable Reverse Split Dollar Life Insurance has been marketed for several years as a vehicle that provides benefits to both charity and donor. In this first contribution to Gift Planner's Digest, noted Charitable Tax Attorney Douglas K. Freeman, J.D., LL.M takes...

0
18 Sep 2007 | Insurance | National Publication | Article | 2 comments
The Michigan Appeals Court has affirmed the decision of a lower court in Smallegan v. Kooistra in which it held that a donor's attorney did not commit malpractice because he did not ensure the donor had acquired wealth replacement life insurance prior to the funding of...
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If you missed last week's live webinar presentation on gifts and uses of life insurance in planned giving and how the charitable and professional advisory communities can come together as a team to offer best practices in this area, the program has been recorded and is...
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Define: Insurance

Life insurance is a contract between the policy holder and the insurer, where the insurer promises to pay a designated beneficiary a sum of money (a "premium") upon the death of the insured person.

Recent activity

Heard on the Web: Charitable Life Insurance Gift Program Blows Up on University, Donors

Stranger-Owned Life Insurance (SOLI"): Killing the Goose That Lays Golden Eggs!"

Virtues and Evils of Life Settlement

Lower Court Decision Affirmed: Failure to Obtain Life Insurance to Replace CRT Gift Not Malpractice