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    Anibal Torres, CLU,FLMI

    State Farm Insurance Co
    Bloomington, IL

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    Country Financial
    Lexington, IL

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    AXA Equitable
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  • Lawrence C. Starr, CLU,ChFC,CEBS,CPC

    RE: spousal 401K question

    Posted in: Qualified Plans

    Gary, Pretty much standard procedure in all plans; actually, it is normally a "termination" that will result in the offsetting of the account, and a death IS the ultimate...

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    RE:Capital Split Dollar

    Posted in: Estate Planning

    If you Google multi generational split dollar will find a lot of material.

  • Gary Tiffany, ChFC,CLU,MSFS

    spousal 401K question

    Posted in: Estate Planning

    Good morning, all. I have a 401K question that came up last Friday and I haven't been able to find an answer on my own. I don't handle 401K plans, so I'm coming to...

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Lawrence C. Starr, CLU,ChFC,CEBS,CPC

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