<%@LANGUAGE="VBSCRIPT" CODEPAGE="1252"%> The 12 Tax Traps that Every Advisor Must Avoid <% Dim Debug Debug = false Dim PostURL PostURL = Request.ServerVariables("SCRIPT_NAME") '*********************************************************************************** 'SALES FORCE INTEGRATION CODE '*********************************************************************************** dim g_sfApi, Lead, Status '********************************************************** '* LOGIN - FUNCTION '********************************************************** Public Function Login() 'create a session object Set g_sfApi = Server.CreateObject("SForceOfficeToolkit3.SForceSession3.1") 'make a login call Login = g_sfApi.Login(Application("SFUser"), Application("SFPassword")) End Function '********************************************************** '* CREATELEAD - FUNCTION '********************************************************** Public Function CreateLead() Dim Lead dim FirstName, LastName, Company, Email, Address, City, CampaignID Dim State, Zip, Phone, Comments, LeadSource, LeadType, Browser, IP Dim rtnCmpMbr FirstName = Trim(Request.Form.item("first_name")) LastName = Trim(Request.Form.item("last_name")) Company = Trim(Request.Form.item("company")) CampaignID = Trim(Request.Form.Item("Campaign_ID")) Email = Trim(Request.Form.item("email")) Address = trim(Request.Form.item("address")) City = trim(Request.Form.item("City")) State = trim(Request.Form.item("State")) Zip = trim(Request.Form.item("Zip")) Phone = Trim(Request.Form.item("Phone")) Comments = Trim(Request.Form.item("comments")) LeadSource = Trim(Request.Form.item("lead_source")) LeadType = Trim(Request.Form.item("lead_type")) Browser = Request.ServerVariables("http_user-agent") IP = Request.ServerVariables("remote_addr") If Trim(Company) = "" Then Company = "UNKNOWN" End If call SendDISADVANTAGEDEmail(FirstName, LastName, Company, Email, Address, City, state, Zip, Phone, Comments, Browser, IP, CampaignID, LeadSource, LeadType) Status = "" if Login() then 'create a blank object Set Lead = g_sfApi.CreateObject("Lead") Lead("FirstName").value = FirstName Lead("LastName").value = LastName Lead("Company").value = Company Lead("Email").value = Email Lead("Street").value = Address Lead("City").value = City Lead("State").value = State Lead("PostalCode").value = Zip Lead("Phone").Value = Phone Lead("Description").value = Comments Lead("LeadSource").value = LeadSource Lead("Lead_Type__c").value = LeadType Lead("Browser_Name__c").value = Browser Lead("IP_Address__c").value = IP 'commit the object Lead.Create 'refresh the object to get server set values Lead.Refresh 'set as the function return value Set rtnCmpMbr = CreateCampaignMbr(Lead("Id").value, CampaignID) Set CreateLead = Lead ' Uncomment the three lines of code below to activate auto-responder email ' if trim(email) <> "" then ' call SendEmail(Email, FirstName, LastName) ' end if Status = "
Your information request has been submitted. You will receive your conference call login information shortly.
" else Status = "
An error has occured. Please submit your request again.
" end if end Function '********************************************************** '* CREATECAMPAIGNMBR - FUNCTION '********************************************************** Public Function CreateCampaignMbr(LeadID, CampId) Dim CmpMbr Set CmpMbr = g_sfApi.CreateObject("CampaignMember") CmpMbr("CampaignId").value = CampID CmpMbr("LeadId").value = LeadID CmpMbr.Create CmpMbr.Refresh set CreateCampaignMbr = CmpMbr End Function '********************************************************** '* SENDEMAIL - FUNCTION - AUTO-RESPONDER '********************************************************** Sub SendEmail(EmAddr, FName, LName) Set Msg = CreateObject("CDO.Message") Set Confg = CreateObject("CDO.Configuration") if Debug then Confg.Fields("http://schemas.microsoft.com/cdo/configuration/smtpserver") = "smtp.comcast.net" Confg.Fields("http://schemas.microsoft.com/cdo/configuration/smtpauthenticate") = 1 Confg.Fields("http://schemas.microsoft.com/cdo/configuration/sendusername") = "uid" Confg.Fields("http://schemas.microsoft.com/cdo/configuration/sendpassword") ="password" else Confg.Fields("http://schemas.microsoft.com/cdo/configuration/smtpserver") = "cdomail.insurancenewsnet.com" end if Confg.Fields("http://schemas.microsoft.com/cdo/configuration/smtpserverport") = 25 Confg.Fields("http://schemas.microsoft.com/cdo/configuration/sendusing") = 2 Confg.Fields("http://schemas.microsoft.com/cdo/configuration/smtpconnectiontimeout") = 60 Confg.Fields.Update Set Msg.Configuration = Confg Msg.From = "Insurance News Net " '*#*#*# Put advertiser name here Msg.To = EmAddr 'Msg.CC = "Paul Feldman ; Ryan DeLutis " Msg.Subject = "Campaign Account Name - Thanks for your interest" Msg.TextBody = "Thanks for your interest:" & vbCrLf & vbCrLf &_ "Dear " & trim(fname) & " " & trim(LName) & "," & vbcrlf & vbcrlf & "Thank you for requesting information from CAMPAIGN ACCOUNT NAME! Your request has been forwarded to a representative." & vbcrlf & vbcrlf & _ vbcrlf & vbcrlf & "Please feel free to contact us if you have additional questions or concerns." & vbcrlf & vbcrlf & "Best Regards," & vbcrlf & vbcrlf & "CAMPAIGN ACCOUNT NAME" & vbcrlf & "https://www.campaignaccountURL.com" & vbcrlf & "info@campaignaccount.com" & vbcrlf & "555-555-1212" Msg.Send Set Msg = Nothing Set Confg = Nothing End Sub '********************************************************** '* SENDDISADVANTAGEDEMAIL - FUNCTION '********************************************************** Sub SendDISADVANTAGEDEmail(fname, lname, company, email, street, city, state, zip, phone, desc, browser, ipaddr, campaignid, leadsource, leadtype) Set Msg = CreateObject("CDO.Message") Set Confg = CreateObject("CDO.Configuration") if Debug then Confg.Fields("http://schemas.microsoft.com/cdo/configuration/smtpserver") = "smtp.comcast.net" Confg.Fields("http://schemas.microsoft.com/cdo/configuration/smtpauthenticate") = 1 Confg.Fields("http://schemas.microsoft.com/cdo/configuration/sendusername") = "uid" Confg.Fields("http://schemas.microsoft.com/cdo/configuration/sendpassword") ="password" else Confg.Fields("http://schemas.microsoft.com/cdo/configuration/smtpserver") = "cdomail.insurancenewsnet.com" end if Confg.Fields("http://schemas.microsoft.com/cdo/configuration/smtpserverport") = 25 Confg.Fields("http://schemas.microsoft.com/cdo/configuration/sendusing") = 2 Confg.Fields("http://schemas.microsoft.com/cdo/configuration/smtpconnectiontimeout") = 60 Confg.Fields.Update Set Msg.Configuration = Confg Msg.From = "Insurance News Net " 'Msg.To = "jhaas@insurancenewsnet.com" Msg.To = "carla@ecamarketing.com" Msg.CC = "Paul Feldman " Msg.Subject = "ECA Goodman Triangle 2-17-09 Information Request" Msg.TextBody = "Campaign Lead - From InsuranceNewsNet:" & vbCrLf & vbCrLf &_ "First Name: " & fname & vbCrLf &_ "Last Name: " & lname & vbCrLf &_ "Company: " & company & vbCrLf &_ "Email: " & email & vbCrLf &_ "Street: " & street & vbCrLf &_ "City: " & city & vbCrLf &_ "State: " & state & vbCrLf &_ "Zip Code: " & zip & vbCrLf &_ "Phone: " & phone & vbCrLf &_ "Comments: " & desc & vbCrLf & vbCrLf &_ "-----------------------------------------------------" & vbCrLf & vbCrLf &_ "Campaignid: " & campaignid & vbCrLf & vbCrLf &_ "Lead Source: " & leadsource & vbCrLf & vbCrLf &_ "Lead Type: " & leadtype & vbCrLf & vbCrLf &_ "-----------------------------------------------------" & vbCrLf & vbCrLf &_ "Browser: " & browser & vbCrLf & vbCrLf &_ "IP Address: " & ipaddr & vbCrLf & vbCrLf Msg.Send Set Msg = Nothing Set Confg = Nothing End Sub 'Page processing code If Request.Form("submit") = "Submit" then Call CreateLead ' *********************** REDIRECT CODE ****************************** response.redirect("http://www.insnewsnet.com/ECA_GoodmanThanks.html") end if '*********************************************************************************** '*********************************************************************************** '*********************************************************************************** %>
Improper beneficiary and ownership designations can have adverse, and sometimes disastrous, income, estate, and/or gift tax consequences on clients. As an insurance professional you have a duty to be knowledgeable about these tax traps so that you can properly advise your clients when assisting them with their financial and estate planning.

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The Eight Tax Traps of Advanced Life Insurance Planning

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  2. Premium Gifts to Joint Owners
  3. Life Insurance in a Credit Shelter Trust
  4. Corporate-Owned Policy Payable to Personal Beneficiary
  5. Exchange of Policies for Buy-Sell Purposes
  6. Gift of a Policy with a Loan
  7. Collateral Assignment of a MEC Policy
  8. 1035 Exchange of a Policy With a Loan

The Four Tax Traps of Advanced Annuity Planning:

  1. Deferred Annuity Owned by Non-Natural Person
  2. Trust-Owned Deferred Annuity
  3. Gift of a Deferred Annuity
  4. Collateral Assignment of a Deferred Annuity
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