A Fee-Only Planner Responds
By Staff WriterTo The Editor: In his Dec. 22/29, 2003 column in National Underwriter, Jack Bobo criticizes "fee-only [financial] planners who do not disclose that they ...
February 19, 2004
Managing A Successful GA Transition"An institution is the lengthened shadow of one man." These words of Ralph Waldo Emerson can be viewed in the context of transitioning an agency ...
February 19, 2004
Problems To Avoid When Planning For The Succession Of An S-CorpByS-corporations continue to be a popular entity choice for owners of closely held businesses. Based on tax returns filed, more than 3 million S-corporations exist ...
February 19, 2004
Long Term Care Agent: Are You Changing With The Times?Long Term Care Agent: Are You Changing With The Times?ByMany Long Term Care companies are getting out of the business; many of those that are ...
February 19, 2004
Federal Regulation: A Specious GoalRecognizing that unity is all-important in legislative matters, the American Council of Life Insurers and the National Association of Insurance and Financial Advisors are again ...
February 19, 2004
When The College Dorm Is Not Good Enough For JuniorWhen The College Dorm Is Not Good Enough For JuniorByWhile college dormitories are where most students live when they go away to school, some baby ...
February 19, 2004
Group Long Term Care Blocks Have Lots Of BoomersGroup Long Term Care Blocks Have Lots Of BoomersByHouston, Texas What age demographic characterizes newly insureds under group long term care insurance plans?According to the ...
February 19, 2004
Helping Clients Find The Right SuccessorHelping Clients Find The Right SuccessorByIf you have dealt in the small business market at all, you have undoubtedly come across the situation where a ...