Life Settlement Ethics: Lessons From The Past, Knowledge For The Future
By A. Mark Berlin Jr., Kevin M. Glowacki, Robert G. MillerWhen considering a life settlement arrangement for clients, financial professionals need to be able to assess the ethical practices of the players in this new ...
December 07, 2002
Stochastic Modeling Could Help Planners Help ClientsStochastic Modeling Could Help Planners Help ClientsByThe use of life insurance, particularly variable universal life, as a vehicle to generate attractive after-tax retirement income is ...
December 07, 2002
Advanced Marketers Move Sales Ideas From Birth To RolloutAdvanced Marketers Move Sales Ideas From Birth To RolloutByNaples, Fla. Sales professionals in the field are always clamoring for new ideas to help them plan ...
December 07, 2002
Anti-Money Laundering Rule Needs Changes On Life Products, AgentsAnti-Money Laundering Rule Needs Changes On Life Products, AgentsPassed in the aftermath of the terrorist attacks of Sept. 11, 2001, the USA Patriot Act had ...
December 07, 2002
412(i) Pension Plans Maximize Tax Deductions412(i) Pension Plans Maximize Tax Deductions ByA very hot topic in the industry right now is the 412(i) qualified retirement plan. The reason is, these ...
December 07, 2002
Experts: Systems Must Work Together And Produce Return On InvestmentLas Vegas When it comes to buying technology in the current languid economy, business customers are delaying purchases and demanding more value and return on ...
December 07, 2002
Boomers Get Attention With Cutting Edge ProductsByThe financial services community has been a virtual beehive of boomer-related activity this year.All year long, reports have been coming out from various wings of ...
December 07, 2002
Research On BoomersA sampling of studies done in 2002 on boomer and/or pre-retirement planning issuesIn January, Allianz Life Insurance Company of North America, Minneapolis, published results of ...