Integrating Wrap Accounts Into Your Practice
By Danny J. TaylorIntegrating Wrap Accounts Into Your PracticeWeary after disappointing returns and poor performing investments in her portfolio, your client needs a plan to make her money ...
August 10, 2003
Consider Cash Flow Planning With Laddering And AnnuitiesConsider Cash Flow Planning With Laddering And AnnuitiesLets compare the classic retirement income cash flow planning technique--laddering of bank certificates of deposit (CDs)--with a modified ...
August 10, 2003
CDHP Strategy: Educate Clients Or Lose Sales OpportunityTwo years ago, a pack of startup consumer-driven health plan (CDHP) companies were hoping to carve out a niche for themselves. Today, mega health insurers ...
August 10, 2003
Model Law May Spark Equity Questions For All AnnuitiesByJohn Selden, a 17th century writer said, "Equity is a roguish thing."He was speaking about the English Chancery system of law by that name--not justice ...
August 10, 2003
Hedge Funds In Variable Products? YesThe past 10 years have seen a huge growth in hedge funds--both domestically and internationally. These funds have enjoyed some of the best (and, in ...
August 10, 2003
Planning Is Critical When Buying Computers For The AgencyPlanning Is Critical When Buying Computers For The AgencyWhile most agencies look hard for ways to get the most out of equipment purchases, the sad ...
August 10, 2003
The Buzz On Bonus Equity Index AnnuitiesThe Buzz On Bonus Equity Index AnnuitiesByAre bonus equity index annuities becoming the love-em-or-hate-em annuity products of 2003?Also called bonus index annuities or BIAs, the ...
August 08, 2003
National Western Nearly Doubles 2nd Quarter Net IncomeNU Online News Service, Aug. 8, 2003, 11:01 a.m. EDT -- National Western Life Insurance Company, Austin, Texas, is reporting $17 million in net ...