Rethinking Investment Strategies For VL And VAs After Retirement
By Steve BarrettRethinking Investment Strategies For VL And VAs After Retirement By Well, your client has finally done it. She has walked through the door marked ...
August 12, 2001
Agents Struggle To Make Agency Management Systems WorkAgents Struggle To Make Agency Management Systems Work Independent agentsmost of whom are not computer expertsare spending thousands of dollars to upgrade their agency management ...
August 12, 2001
New Minimum Distribution Rules Create New OpportunitiesByThe changes in the minimum distribution rules create many new opportunities for planners and their clients to use retirement plan money to create wealth through ...
August 12, 2001
What To Take Into Account When Considering Pension MaximizationWhat To Take Into Account When Considering Pension Maximization By Pension Maximization, commonly referred to as simply Pension Max, is a concept that has been ...
August 12, 2001
Planners Have A Fiduciary Obligation To Recommend LTC InsurancePlanners Have A Fiduciary Obligation To Recommend LTC InsuranceBy Harley GordonOne risk that threatens the best-thought-out retirement plan, but is often overlooked, is the risk ...
August 12, 2001
To The Point: Death Of A SalesmanDeath Of A SalesmanOn July 17, 2001, the life insurance industry lost one of its most beloved legends. Benjamin "Woody" Woodson passed away at a ...
August 12, 2001
New Wrinkle On Guaranteed Purchase Options: Offer It For LTCsByIn a move to bring more young buyers into to the long-term care insurance fold, MetLife, New York, has debuted a new type of guaranteed ...
August 12, 2001
It's Time To Shift Gears To Wealth Distribution PlanningManager for First Union Insurance GroupGroup, Charlotte, North Carolina. He may be reached via e-mail at [email protected]. Information and advice about how to accumulate wealth ...