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  • 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.
  • 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.
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ARTICLE LIBRARY

(03/11/10)   Don't be blamed for disability denials
(03/10/10)   Three steps to increase your LTCI business
(03/10/10)   Social media marketing tools for financial advisors: So...
(03/10/10)   Streams, ponds and lakes
(03/10/10)   Are you overlooking key man insurance for your clients?
(03/09/10)   Unclaimed life insurance policies
(03/09/10)   Accumulating cash value in life insurance policies
(03/09/10)   Avoid the wages of slime: How to fight clean and win
(03/08/10)   Medigap policy changes in 2010
(03/08/10)   We can't do it without you!
(03/08/10)   Medical marijuana liability exclusion
(03/05/10)   Transfers in trust in 2010
(03/05/10)   MECing a life insurance policy instead of funding an FIA
(03/04/10)   Deferred annuity trusts
(03/04/10)   Selling upside-down VAs for 110 percent to 120 percent ...
  1.   Even Ed Slott is wrong about Roth IRA conversions
  2.   Selling upside-down VAs for 110 percent to 120 percent of th...
  3.   Warning: Advising clients to buy mutual funds is a bad idea
  4.   Short and fat LTCI plans are the way to go
  5.   How to sell fixed, indexed and variable annuities despite al...
  6.   How your prospects make buying decisions
  7.   MECing a life insurance policy instead of funding an FIA
  8.   How to sell life insurance despite our struggling economy, Pt.1
  9.   How to set more appointments with annuity seminar attendees
  10.   Roth IRA conversions: Do they make sense?
  11.   Common sense can make you wealthy
  12.   How profits can soar with Internet insurance leads
  13.   Selling upside-down VAs for 110 percent to 120 percent of th...
  14.   Differentiate yourself
  15.   It's time to have "the talk"
(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...
This Month's Headlines
  • 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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    Posted: Thu Mar 11, 2010 12:08 pm
    Board: Retirement Planning
    Re: Web site for retirement plan advisors launched
    Roth conversion analysis for two 450K qualified accts, ages 65 & 66 living in Fl planning on derring takeout until age 80 thru a 8% rollup fia? Make sense?
    Continue Reading This Post
    Posted: Wed Mar 10, 2010 4:58 pm
    Board: Annuities
    Re: How to sell fixed, indexed and variable annuities des...
    Excellent article, Mr Nason provides excellent insight to the process and not the product itself and the importance of a needs analysis to learn how to make the pieces of the puzzle better fit togethe...
    Continue Reading This Post
    Posted: Wed Mar 10, 2010 4:50 pm
    Board: Retirement Planning
    help us help YOU
    We are updating 2 books and need content on many things. If you want to write something readers may call to do business with you. Go on the web and contact L ance W allach for details. Put Lanc e Wal...
    Continue Reading This Post
    Posted: Wed Mar 10, 2010 4:42 pm
    Board: Life Insurance
    Re: MECing a life insurance policy instead of funding an FIA
    yes, for someone over 60 years old mecing an EIUL will be tough.
    i'd stick with a FIA with GIB or if the client is worried about LTC, i'd use a single premium life policy designed to give a nice LT...
    Continue Reading This Post
    Posted: Wed Mar 10, 2010 4:41 pm
    Board: Life Insurance
    Re: The quickest way to increase LI sales appointments
    We are updating 2 books and need content on many things. If you want to write something readers may call to do business with you. Go on the web and contact L ance W allach for details. Put Lanc e Wal...
    Continue Reading This Post

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