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1 through 7 of
7 matching documents, best matches first. Sort by date
US Appeals Court Allows RICO Class Action to Proceed Against John Hancock Life Organizations Act by marketing a tax shelter. The "various defendants acted in different capacities, and those differences may ultimately impact the determination of whether a ... Source: BestWire Date: September 25, 2012 Subscription or Purchase Required
A Needed Boost Beth Ludden, senior vice president in LTC product development. The official launch is planned for the first quarter of this year. "We recognize the advantages that would come our ... Source: Best's Review Date: January 1, 2010
A Grim Year for LTC Insurance Limra reported, and fell for the third time in four years. New premium declined 20% or more for a majority of carriers participating in Limra's survey, and five of the 12 insurers ... Source: Best's Review Date: April 1, 2005
Marketplace: Final Split-Dollar Regulations Bring Clarity to Tax Status During a teleconference hosted on Sept. 24 by Manulife USA, panelists Larry Brody, Stephan Leimberg and Randy Zipse called on financial advisers to review existing plans, ... Source: Best's Review Date: December 1, 2003
Marketplace: Companies Form Foundation to Promote College Savings Plans Section 529 of the Tax Code. Founding members of the Washington, D.C.-based not-for-profit corporation include AIM Investments, Fidelity Investments, Franklin Templeton, Manulife ... Source: Best's Review Date: May 1, 2003
A+ for College Cash Tax Code--have grown exponentially. Mutual funds have dominated the plans since they were created in 1996, when asset growth in the plans was tax-deferred. But several insurers ... Source: Best's Review Date: November 1, 2002
Preserving the Family Fortune Ron Panko Insurance offsets uncertainty. So even as Congress gradually repeals the estate tax, with plans to eliminate it in 2010, there is still plenty of uncertainty to go ... Source: Best's Review Date: May 1, 2002