Bank Director1h
Incorporating a Unique Benefit into Your Bank’s Succession Planning
As banks navigate leadership transitions, an economic benefit split dollar life insurance plan provides a strategic solution, ...
Legit.ng2d
Fidelity Bank Explains Why It Flagged Suspicious Transfer, Denies Bribery Allegations
The earlier report claimed that the bank had withheld the customer's remittance, and that the operations manager at the ...
Santa Clarita Magazine5d
Make Sure Your Beneficiary Designations Match Your Estate Plan – Law Office of Sean D. Ethington
It is important that these designations are kept up to date and are consistent with the rest of your estate plan. When you open up an investment account or retirement plan or buy life insurance, the ...
What happens to a bank account when someone dies?
Many joint bank accounts include rights of survivorship, which means that after one account owner dies, any remaining owners retain ownership of the funds in the account, without interruption. If ...
InsuranceNewsNet5d
Proxy Statement (Form DEF 14A)
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14 A INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14 A INFORMATION Proxy Statement Pursuant to Section 14 of the ...
Cleveland Jewish News9d
Beneficiary designations – an easy way to make a lasting legacy
One of the most tangible ways to create a lasting, meaningful impact on your community is through a charitable bequest. While ...
The Savings Game: Some takeaways from Ed Slott seminars
IRA expert Ed Slott and his staff revisit locations around the U.S. presenting two-day seminars covering the most important ...
Morningstar28d
Life Insurance Lawyers Explain What to Do in a Beneficiary Dispute
Disputes over beneficiary designations can delay or block benefits, leaving families in financial distress. "Life insurance beneficiary disputes are more common than people realize," says Jason ...