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Legislative Updates

Split Dollar Final Regulations - Download pdf
This document contains final regulations relating to the income, employment, and gift taxation of split-dollar life insurance arrangements. The final regulations provide needed guidance to persons who enter into split-dollar life insurance arrangements.

Schechter White Papers

June 2008 | Understanding Life Settlements and Other Secondary Market Transactions* - Download pdf

Wet Paper - Download pdf
Giving the Secondary Market for Life Insurance a Bad Name

* Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Schechter Wealth Strategies is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners, Corp., the parent company of NFP Securities, Inc.

This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000, NFP Securities, Inc. and its Registered Persons do not provide tax or legal advice. Clients must consult with their own legal and tax advisors.

Important Notice to Clients Regarding Compensation

NFP Securities, Inc. does not provide tax or legal advice.

Important Notice to Clients Regarding Compensation

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	As a subsidiary of National Financial Partners Corp. ("NFP"), we are a member of a financial services network containing over 185 owned firms and more than 350 member firms. Firms within the NFP network engage in one or more of its primary lines of business, which include corporate and executive benefits and property and casualty insurance brokerage. These firms, including ours, are compensated for services provided to clients in each of these lines of business. In addition to the standard fees and commissions received for the services provided to you, we or our affiliates may earn additional compensation for our role in providing certain products and services to you under separate contracts with insurance companies and group benefits providers. Insurance companies and group benefits providers may pay us or our affiliates contingent compensation upon satisfaction of factors such as volume, persistency or profitability of the business placed with such insurance company or group benefits provider. In addition, such product and service providers may pay us or our affiliates fixed amounts related to the support of NFP company conferences, conventions and other marketing efforts. If you are interested in receiving additional information on any of the matters discussed above, please contact us at 248-731-9500. As always, we value your business and appreciate the opportunity to provide you insurance, investment and benefit services.

 

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