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Carrier Updates- October

Posted on October 7, 2011

PERMANENT COVERAGE UPDATES MetLife - Effective August 1st – MetLife will Increase the Pricing of the Guarantee Advantage UL Product – In general, rates will increase by approximately 5% and death benefit option B will no longer be available...... read more »

We Do More Than Underwriting for Special Risk Cases

Posted on September 23, 2011

  spe·cial adj \ˈspe-shəl\ : distinguished by some unusual quality; especially : being in some way superior You might define the special in CBIZ Special Risk by our industry leading ability to find brilliant solutions...... read more »

Carrier and Product Updates- August

Posted on August 30, 2011

PERMANENT COVERAGE UPDATES Lincoln-Effective August 15th – Lincoln Introduced the LifeReserve Indexed UL – This new product represents an update of the current version with a focus on improving accumulation, distributions, and...... read more »

Estate Tax Escape Hatch

Posted on August 2, 2011

ESTATE TAX ESCAPE HATCH We are now six months into TRA 2010, the “Bush Era Tax Cut Extender” or what could also be called the Estate Tax Escape Hatch. Over these few months, having gauged the opinions of experts, absorbed the reporting of our...... read more »

Carrier and Product Updates – July

Posted on July 27, 2011

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Carrier and Product Updates- May

Posted on May 13, 2011

Effective April 18th OPTerm and Penn Term Rate Reduction – The rate changes affect male rates in the 15, 20, and 30-year term plans. There are no rate increases.  Click for More Information Effective May 2, 2011, SUL Protector will be...... read more »

How risky is your 401k?

Posted on March 24, 2011

3/23/2011 1:12 PM ET By U.S. News & World Report If it's a target-date fund, that's a good question to ask. The 2008 crisis exploded the myth that these 'set and forget' investments are all equally safe. Target-date funds sound simple...... read more »

Time remains to contribute to IRA, save on taxes

Posted on March 14, 2011

By CAROLE FELDMAN Associated Press WASHINGTON — Is your tax bill too high? You may be able to cut it and save for retirement at the same time. You can make a contribution to an Individual Retirement Account (IRA) until April 18, this...... read more »

No Taxation Without Ramifications

Posted on March 10, 2011

What's on the watch list for 2011? Plenty. Marie Leone - CFO Magazine February 1, 2011 The Bush tax-cut debate may have captured the headlines leading up to the new year, but there are at least half a dozen lower-profile tax issues that CFOs...... read more »

Tax changes to watch for on your 2010 return

Posted on March 10, 2011

Many familiar provisions remain, but tricky differences lurk By Andrea Coombes, MarketWatch SAN FRANCISCO (MarketWatch) — Your 2010 return is less complicated than it might have been, thanks to the Tax Relief Act in December, but there are...... read more »

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