Library

Click on the following link for 2009 Tax & Section 415 Information  2009 Tax-Section-415

Click on the following link to see the 2009 LTC Tax Summary 2009 LTC Tax Summary

Click on the following link to see the 2009 Retirement Plan Limits Retirement Plan Limits for 2009

Click on the following link for IRS guidelines on  Employer Owned Life Insurance

Click on the following link for a comparison of basic types of Employer Retirement Plans.  Retirement Plans

The NAIC has adopted a Military Sales Practice Model Regulation (Model Regulation) to address the sale and solicitation of life insurance and annuities to members of the military and their dependents.    NAIC Military Sales Practices

Click on the following link for a consumer brochure that includes a worksheet that can help determine the insurance amount needed to replace your clients income in the event of premature death.  Family Needs Analysis