Most Recent Life Insurance Strategies Articles

Cross-purchase or stock redemption: What you don’t know can hurt your client
Article By Jeff Reed
March 3, 2014

The mortality credit: It's what makes the income annuity different
Article By Jeffrey Berson
June 4, 2013

Buy term and “invest” the rest with indexed universal life
Article By Sheryl Moore
May 28, 2013

What you need to know about field underwriting
Article By Paul Holland
April 5, 2013

FIUL power phrases for certain sales success in 2013
Article By Kevin Startt
April 4, 2013

Are some index annuities two-tiered annuities in disguise?
Article By Jason Kestler
January 3, 2013

The tax control triangle
Article By Katherine Vessenes
December 20, 2012

​Redefining healthy: Identifying sweet spots in life insurance underwriting
Article By Anthony Vossenberg
December 18, 2012

A consumer’s guide — What you need to know about life insurance underwriting
Article By Paul Holland
December 14, 2012

Customer apathy a problem? Try a little tenderness
Article By David Shields
December 13, 2012

Solvency II — The only constant is change
Article By Jeff Reed
November 16, 2012

How to make a significant six-figure income in 2013 selling life insurance
Article By Lew Nason
November 15, 2012

Captive insurance companies or 412(e)(3)?
Article By Nicholas Paleveda MBA J.D. LL.M
October 31, 2012

Term life: a great value in a bad economy
Article By Michael Gray
October 25, 2012

New 3.8 percent Medicare surtax: a possible boon to the life insurance industry
Article By Julius Giarmarco
October 16, 2012

Retained coverage insurance settlements: The life settlement industry's newest product
Article By Adam Meltzer
October 15, 2012

There is more to the estate tax than the Feds
Article By Jeff Reed
October 10, 2012

Training the next generation of insurance agents: Who's on the hook?
Article By Jeff Reed
October 3, 2012

​Getting started with your Ph.D. in interest crediting on indexed annuities and indexed life
Article By Sheryl Moore
February 22, 2012

Section 79 plans are back big time, Pt. 2
Article By Steve Savant
February 14, 2012

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