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Tom Virkler, JD, CLU, is director of CPS Advanced Markets, where he assists brokers, as well as other professional advisors involved in work with clients, concerning matters of estate and business planning and issues of income and transfer taxation that attend the sale, implementation and administration of products and plans. Contact him at
Articles by this author
Clients might not realize that lying on their app nullifies the policy even if they die of something unrelated to the lie.
November 2013 | LIFE | Read Article →
Clients can take advantage of favorable
estate tax laws, but they have to get over
certain money control issues.
May 2012 | LIFE | Read Article →
Advisors must continually protect against the
seemingly small mistakes during sales and
servicing situations that could result in estate
December 2011 | LIFE | Read Article →
The estate tax law does not change the
three S’s of basic needs.
August 2011 | LIFE | Read Article →
Some people might not be considered key people in a company, but they are key to the
organization’s future. An insurance strategy can reward their loyalty.
March 2011 | LIFE | Read Article →
It would seem a universal truth that it is always
better to delay the payment of taxes as long as
possible—until you look at the details.
November 2010 | LIFE | Read Article →
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