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  • IRS releases guidance on COLI
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    New guidance released on the new rules affecting "employer-owned life insurance contracts" (typically referred to as "COLI") that were enacted under PPA 2006.
  • Ten tips for prospecting success
    By Jacques Werth
    Featured Expert: Sales and Marketing Leads
    Read this article to learn about a telephone prospecting method that is the most productive way to build your practice with very little up-front expense and a minimum of marketing expertise.
  • Six ways to rescue your large life cases
    By Tracy Hemmerle
    Large face-amount life insurance applications require special attention and handling. For this reason, an experienced life insurance underwriter with the skill set required to place large, complex...
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ARTICLE LIBRARY

(07/02/09)   The U.S. retirement income system, Pt. 3
(07/02/09)   Ambiguity: Not the basis for recission
(07/01/09)   Michael Jackson's tour company faces $600 million liabi...
(07/01/09)   Even Ed Slott is wrong about Roth IRA conversions
(06/30/09)   Prospering from adversity
(06/30/09)   Dump your 401(k): Common sense vs. conventional wisdom
(06/29/09)   Seven proven tactics for higher lead conversion, Pt. 2
(06/29/09)   Financial freedom: The American dream
(06/26/09)   IRS releases guidance on COLI
(06/26/09)   Rejection of uninsured motorist coverage by named insur...
(06/25/09)   The oral arguments on Rule 151A
(06/25/09)   The secret to earning a significant six-figure income
(06/24/09)   Six ways to rescue your large life cases
(06/24/09)   Ten concepts to eliminate distractions and increase you...
(06/23/09)   First national study looks at buyers of life and LTC po...
  1.   How to sell life insurance despite our struggling economy
  2.   Is cash value life insurance a good savings vehicle?
  3.   Ten tips for prospecting success
  4.   You can prevent these three widow nightmares
  5.   The oral arguments on Rule 151A
  6.   Dump your 401(k): Common sense vs. conventional wisdom
  7.   The secret to earning a significant six-figure income
  8.   Ten concepts to eliminate distractions and increase your suc...
  9.   Attract more prospects in a month than most advisors will se...
  10.   A producer's opportunity to capitalize
  11.   Helping establish primary and secondary marketing campaigns
  12.   First national study looks at buyers of life and LTC policies
  13.   A premium finance program you must avoid
  14.   Six ways to rescue your large life cases
  15.   Partnership do's and don'ts
(06/16/09)   Filling the gaps with executor planning services
(06/04/09)   Where three types of annuities fit in a client's portfolio
(05/15/09)   Selling the need
(05/08/09)   The Roth IRA annuity sales guide
(05/07/09)   VAs vs. FIA-guaranteed lifetime income benefits
(04/29/09)   7 reasons boomers will buy more LTCI in the second half...
(04/28/09)   The U.S. retirement income system
(04/22/09)   Show clients how to recoup their losses with common-sen...
(04/21/09)   Referrals mean business
(04/16/09)   In the world of college planning
(04/13/09)   Important good news
(04/09/09)   Estate planning in the 21st century
(04/07/09)   Smart marketing in stupid times, Pt. 2: Using Twitter a...
(03/31/09)   Key factors in maximizing deferred compensation benefit...
(03/25/09)   Women and investing: An abundance of caution

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Is Your Insurer Impairing Your Ability to Sell Fixed Annuities?Is Your Insurer Impairing Your Ability to Sell Fixed Annuities?
By Michael Murillo
More consumers are seeking the security of fixed products - but some carriers are imposing restrictions that could make it difficult to offer these products...
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  • Can You Offer Reverse Mortgages..., By M. Banner and J. Milano
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  • Annuity/LTC Combos: Here They ComeAnnuity/LTC Combos Are Coming
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    The Pension Protection Act of 2006 includes some key provisions that address for the first time the taxation of combination annuity plans featuring LTC insurance...
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    Join the Discussion

    Posted: Thu Jul 02, 2009 3:52 pm
    Board: Insurance/P&C
    Re: AIG's Edward Liddy resigns
    Liddy should never have been apppointed to AIG's top spot. As Allstate's hard liner that did not pay Katrina victims, doe that mean Goldman Sachs would be treated the same? No. He owned too many shar...
    Continue Reading This Post
    Posted: Thu Jul 02, 2009 1:37 pm
    Board: Life Insurance
    Re: Why life settlements are worth talking about with you...
    I am trying to find where I can get evidence that the sale of a life policy by my client will not have any tax consequence to him.
    Continue Reading This Post
    Posted: Thu Jul 02, 2009 1:19 pm
    Board: Life Insurance
    Re: Final expense insurance leads
    "Does anybody know of a good lead source for Final expense life insurance?"

    I'm afraid I can't cite or recommend a 'good lead source', as you put it, ...
    Continue Reading This Post
    Posted: Thu Jul 02, 2009 12:58 pm
    Board: Estate Planning
    Re: Even Ed Slott is wrong about Roth IRA conversions
    Yes the objective is to “get it right.” That’s why I posted the other info (more detail on variables) and asked that you go use the online calc. I created so you can determine for yourself if the nu...
    Continue Reading This Post
    Posted: Thu Jul 02, 2009 12:45 pm
    Board: Estate Planning
    Re: Even Ed Slott is wrong about Roth IRA conversions
    It seems to me that the ultimate objective for all of us is to "get it right" when it comes analyzing both the pros and cons of Roth IRA conversions.
    Unfortunately, at this juncture, it w...
    Continue Reading This Post

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