| Personal Loans Between Family Members - Life Insurance Selling Magazine |
| The April 2004 edition, of Life Insurance Selling Magazine features an article on Personal Loans Between Family Members authored by Lina Storm. This article discusses the many estate planning situations, a large amount of life insurance is required. |
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| Estate Tax Repeal And The Tax Vampire - Broker World Magazine |
The December 2003 edition, of Broker World Magazine features an article on Estate Tax Repeal And The Tax Vampire authored by Cynthia Crino. This article discusses the June 2001, when Congress passed the Economic Growth and Tax Relief Reconciliation Act (EGTRRA) into law. |
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| Split Dollar Article - Estate Planning Magazine |
This article was coauthored by Manulife's Randy Zipse and industry split-dollar experts Stephan Leimberg and Charles Ratner. It discusses in detail the proposed regulations and key features as well as implications and lessons learned. |
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| Premium Financing 2003 - Broker World |
The May 2003, edition of Broker World magazine features an article on premium financing written by Lina Storm, CLU, CHFC, advanced markets consultant. This article reviews premium financing and illustrates sales techniques and ideas. |
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| Dynasty Trusts and Life Insurance: New Opportunities for Leverage - Estate Planning Magazine |
The August 2003 edition, of Estate Planning Magazine features an article Dynasty Trusts and Life Insurance: New Opportunities for Leverage co-authored by Kevin W. Blanton and Rachna D. Balakrishna. This article reviews irrevocable dynasty trust that uses life insurance to leverage the grantor's GST exemption can shelter substantial assets from estate and GST taxes for many years. This article examines this powerful estate planning technique. |
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| The Benefits of Life Insurance in Charitable Planning |
National Underwriter's, December 4th cover story was "Benefits of Life Insurance for Charitable Planning", written by Manulife's Advanced Market's Lina Storm. This article details how using life insurance in charitable planning is a win-win for everyone involved. |
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| Family Limited Partnerships |
The December issue of Broker World featured an article by Advanced Market's Kevin Blanton on the basics of a Family Limited Partnership and how it can be used as an estate planning tool. |
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