Insurers Praise Customer I.D. Guidelines
By Steven BrostoffByWashington Life insurers are praising the final customer identification requirements applying to broker-dealers issued last week by the Treasury Department, saying they hope the philosophy ...
May 04, 2003
Leveraging Pre-Tax Dollars To Create An After-Tax BenefitLeveraging Pre-Tax Dollars To Create An After-Tax BenefitBy John A. OliverDespite the effect the turbulent stock market has had on retirement plans over the last ...
May 04, 2003
Satisfying The Unique Insurance Needs Of The Ultra-Affluent MarketSatisfying The Unique Insurance Needs Of The Ultra-AffluentByLife insurance is one of the most used yet least understood of all financial tools. Myths, misconceptions and ...
May 04, 2003
Hacking: A Happy Catch-22 For InsurersBy Ara TremblyLike most devoted sports fanatics (thats where we get the word "fan" from), I tend to find joy in anything that boosts the ...
May 04, 2003
Abusive 412(i) Plans Are Tainting Legitimate ProgramsAbusive 412(i) Plans Are Tainting Legitimate ProgramsBy Thomas B. HigginsWhy is it that whenever something "good" starts to become popular some people tinker with it ...
May 04, 2003
5 Myths In Marketing To The High Net WorthBy Walter H. ZultowskiWill Rogers once commented that its not what we dont know that hurts us, its what we know that isnt true. With ...
May 04, 2003
Agents May Find Opportunity In Split Dollar 'Rescues'Agents May Find Opportunity In Split-Dollar RescuesBy Randall S. MaconIn the coming months, many employers sponsoring split-dollar plans will be re-evaluating those arrangements in light ...
May 04, 2003
What Will it Take for the VA Industrys 'Great Boom' Ahead To Succeed?What Will It Take For The VA Industrys Great Boom Ahead To Succeed?ByFor many variable annuity market veterans, 2002 marked a significant crossroad, as the ...