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Posts By: David Fritz

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Home ▻ Articles posted by David Fritz (Page 5)

✎Life Insurance as a Corporate Financing Tool

Posted March 19th, 2014 by David Fritz & filed under Banking, Executive Benefits.

R. David Fritz, Jr., CLU Much of my experience with life insurance has centered on its use in business situations. In the business context, life insurance is traditionally associated with… Read more »

✎Banking Compensation and Nonqualified Benefit Plan Study

Posted February 5th, 2014 by David Fritz & filed under Banking, Executive Benefits.

Executive Benefits Network is pleased to present our first benefit plan study. This study provides useful information to the banking community and reflects common market practices pertaining to Executive Benefit… Read more »

✎Avoiding Inadvertent Taxable Gifts: Crummey Powers and Annual Exclusion Gifts to Trusts

Posted February 5th, 2014 by David Fritz & filed under Executive Benefits, Personal Planning.

R. David Fritz, Jr., CLU- Managing Partner and Founder, Executive Benefits Network Many individuals follow an annual gifting strategy that involves making gifts to trusts, including irrevocable life insurance trusts… Read more »

✎Tax Effects on BOLI & Nonqualified Plans in Bank Mergers & Acquisitions

Posted September 10th, 2013 by David Fritz & filed under Banking.

R. David Fritz Jr., CLU- Managing Partner and Patric J. Marget, JD, CPA, CFP, CLU- Managing Director, Executive Benefits Network; Melaine D. Brandt, CPA- Partner, Wipfli, LLP Summary We have… Read more »

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