Shared Ownership Of Life Insurance Can Alleviate Future Tax Uncertainty
By Patrick SmithByThe 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
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 ...
April 14, 2002
Five Important Questions To Ask Your AggregatorFive Important Questions To Ask Your AggregatorBySo youve joined an aggregator or are thinking about selling your business to one. You understand the need for ...
April 14, 2002
Industry Surplus Fell Last Year For Only Time Since World War IIIndustry Surplus Fell Last Year For Only Time Since World War IIFinancial strength records abounded in the life insurance industry in 2001. Some were good, ...
April 14, 2002
Complete Pension Plans With Life InsuranceComplete Pension Plans With Life InsuranceA number of recent corporate bankruptcies have focused attention on the advisability of over-weighting a participant's pension plan account with ...
April 14, 2002
What Advanced Planning Is-And Is NotWhat Advanced Planning Is--And Is Not ByWith the financial services industry in turmoil, producers are scrambling to find the optimal approach for creating and maintaining ...
April 14, 2002
Working With The Ultra-AffluentWorking With The Ultra-AffluentWe all have (or should have) a general process in how we do business. This is particularly important when market (those with ...