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Retirement Plan › Health Insurance › Life Insurance

Gerald Nowotny - Law Office of Gerald R....

NOWOTNY KNOWS SQUAT! Part IV Using Post-Retirement Medical Plans to Raise AUM and Sell Life Insurance

Gerald Nowotny - Law Office of Gerald R.... on

Gerry discusses 401(h) post-retirement medical plans. These are ancillary benefits that snap onto defined benefit or money purchase plans. This is a powerful benefit you should be discussing with your clients!...more

Gerald Nowotny - Law Office of Gerald R....

NOWOTNY ON DEATH AND TAXES EPISODE 35 USING POST-RETIREMENT MEDICAL PLANS TO RAISE AUM

Gerald Nowotny - Law Office of Gerald R.... on

In episode #35 of Nowotny On Death and Taxes - Nowotny Knows Squat! Using Post-Retirement Medical Plans to Raise Assets Under Management and Sell Life Insurance; this podcast focuses on the 401(h) plan. This strategy provides...more

Constangy, Brooks, Smith & Prophete, LLP

Benefits Considerations In Light Of Changing Employment Conditions And The COVID-19 Pandemic

Constangy, Brooks, Smith & Prophete, LLP on

In light of the current COVID-19 health care crisis, employers are considering numerous options in the face of closed businesses and reduced income. These considerations include reducing employee work hours, furloughing...more

Stinson - Benefits Notes Blog

Internet Posting of SPD is Insufficient

Stinson - Benefits Notes Blog on

Employers know that they must prepare and distribute a summary plan description (SPD) for their ERISA benefit plans, including retirement benefits, health insurance, life insurance and disability insurance. Because of the...more

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