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  • Transfers in trust in 2010
    By William J. Wagner
    The IRS states that the EGTRRA 2001 provision for certain transfers in trust in 2010 expands, rather than restricts, the gift tax.
  • Duty of landowner to recreational users
    By David D. Thamann
    Featured Expert: Commercial Insurance
    There are a number of items common to daily living that cause difficulty to insurers and insureds because it is not certain whether damage to such items should be covered by insurance on the buildi...
  • Deferred annuity trusts
    By Julius Giarmarco, Esq.
    Featured Expert: Advanced Estate Planning
    This article discusses the wealth transfer opportunities of funding irrevocable trusts for the benefit of children and grandchildren with deferred annuities.
Next: How to sell fixed, indexed and variable a...
Next: Short and fat LTCI plans are the way to g...
Next: How your prospects make buying decisions
Next: Duty of landowner to recreational users
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Next: Warning: Advising clients to buy mutual f...
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ARTICLE LIBRARY

(03/12/10)   Don't be blamed for disability denials
(03/12/10)   Five ideas to reduce the biggest time-wasters
(03/11/10)   Your integrity is tested daily
(03/11/10)   What is CRM, anyway?
(03/10/10)   Streams, ponds and lakes
(03/10/10)   Are you overlooking key man insurance for your clients?
(03/10/10)   Social media marketing tools for financial advisors: So...
(03/09/10)   Avoid the wages of slime: How to fight clean and win
(03/09/10)   Unclaimed life insurance policies
(03/09/10)   Accumulating cash value in life insurance policies
(03/08/10)   We can't do it without you!
(03/08/10)   Medical marijuana liability exclusion
(03/08/10)   Medigap policy changes in 2010
(03/05/10)   MECing a life insurance policy instead of funding an FIA
(03/05/10)   Transfers in trust in 2010
  1.   Even Ed Slott is wrong about Roth IRA conversions
  2.   Selling upside-down VAs for 110 percent to 120 percent of th...
  3.   Short and fat LTCI plans are the way to go
  4.   Warning: Advising clients to buy mutual funds is a bad idea
  5.   MECing a life insurance policy instead of funding an FIA
  6.   How your prospects make buying decisions
  7.   How to sell life insurance despite our struggling economy, Pt.1
  8.   Roth IRA conversions: Do they make sense?
  9.   Deferred annuity trusts
  10.   Common sense can make you wealthy
  11.   How to set more appointments with annuity seminar attendees
  12.   Unclaimed life insurance policies
  13.   Accumulating cash value in life insurance policies
  14.   How profits can soar with Internet insurance leads
  15.   Selling upside-down VAs for 110 percent to 120 percent of th...
(03/09/10)   Avoid the wages of slime: How to fight clean and win
(02/26/10)   When it comes to benefit enrollment, which method is best?
(02/25/10)   The Roth IRA annuity sales guide
(02/24/10)   How to make a million dollars as an advisor
(02/17/10)   Suitability 101
(02/10/10)   Pitfalls of competitor profiling
(02/03/10)   How to instantly become your client's trusted advisor
(02/02/10)   Trust-owned annuities
(02/01/10)   Helping retirees establish a retirement income planning...
(01/19/10)   Don't forget state estate tax
(01/06/10)   LTCI: The perfect year-end discussion
(01/06/10)   Impediments to a well-planned estate, Pt. 4
(01/04/10)   Six new (and favorable) long term care rules
(11/25/09)   RIAs are becoming the advisors of tomorrow
(11/17/09)   Scenes from the index annuity price war: How the battle...

How One Producer's Rewriting the Book on LTCIHow One Producer's Rewriting the Book on LTCI
By Christina Pellett
The long term care insurance market is changing rapidly - and this agent is riding the wave...
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  • Life Settlement Regulations Make It Harder...,, By Lori Widmer
  • How to Sell to Every Type of Senior Client, By Heather Trese
  • More from Agent's Sales Journal: Home Page / Subscribe
  • Wearing Two HatsWearing Two Hats
    By Warren S. Hersch
    Once upon a time, life insurance professionals who wanted to build a fee-based practice would become a registered investment advisor...
    This Month's Headlines
  • Disability Insurers, Producers Trudge..., By Allison Bell
  • To Ease The Path Back To Work..., By Glenn Shapiro
  • More from National Underwriter: Home Page / Subscribe
  • 2010 advisor survey: Optimism and opportunity2010 Advisor Survey: Optimism and Opportunity
    By Andy Stonehouse
    After a long and challenging 2009, Senior Market Advisor's readers are beginning this year on a conservatively upbeat note...
    This Month's Headlines
  • The tax man commeth, By David Port
  • Building alliances: Share the wealth..., By Ed McCarthy
  • More from Senior Market Advisor: Home Page / Subscribe
  • Next problem, pleaseNext Problem, Please
    By Laura Graesser
    Armed with his "two future appointments a day" system and a keen focus on problem-solving for business owners and estate planning needs, FitzGerald now holds the title as...
    This Month's Headlines
  • A closer look at "bucket planning" strategies, By Peter J. D'Arruda
  • 2010: Year of the tiger..., By Regina Brunton, FLMI, CLU
  • More from Life Insurance Selling: Home Page / Subscribe
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    Join the Discussion

    Posted: Fri Mar 12, 2010 8:11 am
    Board: Annuities
    Re: 2010 Tax Law Changes - Prepare Yourself This Tax Season
    Taxes and income tax laws have been around for a extended time, they have just gotten additional complex as time has gone on. Some make the mistake of assuming that the laws are exactly the same from ...
    Continue Reading This Post
    Posted: Thu Mar 11, 2010 9:49 pm
    Board: Investments
    Re: Common sense can make you wealthy
    Thanks for that great info! Excellent
    Continue Reading This Post
    Posted: Thu Mar 11, 2010 8:51 pm
    Board: Investments
    Funeral Expense Trust - Don't Miss This Opportunity
    Is anyone on this board offering their clients a funeral expense trust to cover their final expenses and funeral costs? If you are not, you are missing the boat, particularly if you have a decent boo...
    Continue Reading This Post
    Posted: Thu Mar 11, 2010 7:21 pm
    Board: Annuities
    Funeral Expense Trust - Don't Miss This Opportunity
    Is anyone on this board offering their clients a funeral expense trust to cover their final expenses and funeral costs? If you are not, you are missing the boat, particularly if you have a decent boo...
    Continue Reading This Post
    Posted: Thu Mar 11, 2010 7:21 pm
    Board: Retirement Planning
    Funeral Expense Trust - Don't Miss This Opportunity
    Is anyone on this board offering their clients a funeral expense trust to cover their final expenses and funeral costs? If you are not, you are missing the boat, particularly if you have a decent boo...
    Continue Reading This Post

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