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Issue: December 2016 See all issues

FEATURES

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How to Have a Scrappy New Year

In this interview with publisher Paul Feldman, Terri Sjodin shows how an attitude adjustment will solve sales problems and bring in the big deals.

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2016: The Year of Flying Dangerously

Headwinds from the DOL conflict of interest rule have blown the insurance industry off its course, but an advisor’s answer to that terrifying flight might show a glimpse of a way out of the turbulence.

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LIFE

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Shareholders Stake Shaky Claim in Unclaimed Property Cases

Unclaimed property has been a focus of regulators and plaintiffs’ counsel for the past several years. Now shareholders of publicly owned insurers are jumping on the bandwagon, with mixed success.

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Whole Life and IUL? Why Not Have Both?

Offering a new type of paid-up addition would give permanent life insurance a new twist and give clients the best of both worlds.

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ANNUITIES

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Why an Annuity in a Roth Is Such a Tasty Combination

The only thing better than getting income guaranteed for life is getting that income without having to pay any taxes on it.

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Treasury Rule Allows Split Between Annuities, Lump Sum

A new rule will provide pension plan participants with more flexibility by giving them the option of a lump sum or an annuity.

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HEALTH

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How DI Can Be the Key to the Executive Boardroom

Making inroads with C-suite executives can open the door to larger sales.

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FINANCIAL

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A Family Limited Partnership Eases Bite from New Gifting Rule

An important deadline is coming up for your family business clients at the end of the year.

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BUSINESS

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Googleproof Your Reputation by Managing Online Reviews

Today’s consumers want to see online reviews of a company before committing to doing business with it. The strength of those reviews can make or break your reputation.

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How to Have a Scrappy New Year

In this interview with publisher Paul Feldman, Terri Sjodin shows how an attitude adjustment will solve sales problems and bring in the big deals.

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LIMRA INSIGHTS

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Help Wanted: Managing Health Care Expenses in Retirement

Half of consumers know that health expenses can wreck their retirement.

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MDRT INSIGHTS

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’Tis the Season to Discuss Charitable Gifting

Help your clients develop a strategy that will enable them to give their funds with confidence.

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NAIFA INSIGHTS

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What to Know Before You Bring in the Next Generation

Get the right person for the job, support them, have clear expectations and put things in writing.

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AMERICAN COLLEGE

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ACA: Time for a Checkup

The Affordable Care Act has achieved some of its goals, but it needs some major changes in order to be successful.

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OTHERS

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3 Tips to Gaining a Scrappy Advantage in 2017

In this interview with publisher Paul Feldman, Terri Sjodin shows how an attitude adjustment will solve sales problems and bring in the big deals.

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