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
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
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
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 »