To view this email as a web page, click here.                                                                                                          April 30, 2007

Don't miss our Tuesdays with GT call on May 8th with Tim Jessell and Jon Forster, experts in Premium Financing. We're going to talk about the planning  considerations associated with premium financing transactions, including structuring issues, potential income tax consequences and repayment approaches.

Feel free to invite your referral sources – those CPAs and Attorneys you believe will benefit from this call. Register no later than Friday, May 4 with Pam Tucciarone via email to Pamela.Tucciarone@BISYS.com, or by phone at 800.722.1600 ext. 6446.

Liz Weber, SVP, Advanced Markets
The Potomac Group
 

Charitable Gift Planning: Charitable Remainder Unitrusts offer a unique way to get significant tax savings and benefit a favorite charity as well. A Charitable Remainder Unitrust (CRUT) is a tax-exempt split interest irrevocable trust that may be used by wealthy individuals interested in deferring the payment of capital gains tax on highly appreciated property and who wish to benefit a favorite charity. Instead of making a gift directly to charity, the donor can make a gift to a CRUT. Click here to read more.
 

American General Life
- Increased Internal Retention Limits and Auto-bind Capacity for Permanent Business
- Modified Illustration Requirements for UL, IUL and VUL
- Much Anticipated Product Launches Only Days Away

ING
- ING GDBUL Transition Rules

Principal
- Coming Soon: Principal Universal Life Protector III

Prudential Financial
- Newly Re-priced Term Essential and Term Elite Transition Rules
 

Teleconference: Tuesdays with GT: Premium Finance
Date: May 8, 2007 - 2:00 pm EST
Register Now or call Pam Tucciarone at
800.722.1600, ext. 6446

Save the Date!
2007 Annual Meeting - Scottsdale, AZ
Date: October 28-30, 2007
Stay tuned for additional details and registration information.

 

GREENBERG TRAURIG ALERTS

Special Report (April 2007)
-  IRS Continues Review of 412(i) Plans

 

Call The Potomac Group at
800.722.1600, ext. 6446 for more information.
 

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The Potomac Group, 6550 Rock Spring Drive, Suite 320, Bethesda, MD 20817