With CSO Tables Due Soon, Insurers Advised To Take Stock Of Products
By Jim ConnollyWith CSO Tables Due Soon, Insurers Advised To Take Stock Of ProductsByNew York The development of new CSO Tables is an opportunity for companies to ...
April 14, 2002
Agents Ride A Learning Curve In Selling Bank ProductsAgents Ride A Learning Curve In Selling Bank ProductsThe idea that customers can walk into an independent agency and find insurance and bank financing products ...
April 14, 2002
7 Strategies For Removing Assets From The Taxable EstateByThis article discusses the strategies that clients may wish to consider to provide a more orderly transfer of assets during life and at death, ...
April 14, 2002
Shared Ownership Of Life Insurance Can Alleviate Future Tax UncertaintyByThe Roman scholar Pliny "the Elder" once observed that, "the only certainty is that there is nothing certain."He must have been talking about the ...
April 14, 2002
The Many Advantages Of COLI As A Balance Sheet ToolThe Many Advantages Of COLI As A Balance Sheet ToolYou may already know that life insurance is becoming a very popular financial tool for many ...
April 14, 2002
Ultimately, Fairness Will Prevail Over Self-InterestUltimately, Fairness Will Prevail Over Self-InterestIn my early days in the insurance business, our local marketplace was infected by purveyors of stock and life insurance ...
April 14, 2002
Upscale Clients Can Benefit From New Comparability PlansUpscale Clients Can Benefit From New Comparability PlansByFor the past five years, savvy producers have made significant inroads into the new comparability marketplace, with new ...
April 14, 2002
Educate Your Clients To Avoid Compliance ProblemsEducate Your Clients To Avoid Compliance ProblemsBy Dennis M. GronerInsurance and annuity concepts were always confusing to clients, but current products have become increasingly complex ...