Articles of Interest

Take a look at the following articles prepared by members of the Professional Advisory Services team.

Intergenerational Wealth Transfers – The Waterfall Concept (02.2006)

By Herb Huck

This article explains why the Waterfall concept is experiencing a revival given the aging population and the massive wealth transfers anticipated in the years ahead.

Declining returns and tax rates alter the market for universal life (01.2006)  
By Herb Huck

This article looks into the current marketplace, the tax environment, market response and marketing change for universal life insurance.

Demystifying the Net Cost of Pure Insurance (NCPI) (01.2006)
By Herb Huck

This article explores the two reasons why the NCPI may differ between carriers.

Planning for the Next Generation (01.2006)
By Jean-Luc Major This article talks to how insurance is an integral part of the estate planning process.

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The findings, interpretations and opinions expressed in this published material are those of the author of the work only.

Author: car health