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Tax-Motivated Life Insurance Industry Hit by Legal, Financial Shockwaves (PDF)
Schultz Collins Lawson Chambers, Inc.
Jan. 16, 2003
8 pages. Excerpt: Ironically, a successful process of designing, marketing and implementing tax motivated insurance products may contain the seeds of its own destruction.... The history of corporate-sponsored group insurance exhibits a pattern of marketing actions, followed by Congressional and Revenue Service reactions, resulting in financial jeopardy for purchasers of the insurance programs.
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