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Louis S. Shuntich, J.D., LL.M., is director, Advanced Consulting Group, Nationwide Financial. Louis may be contacted at [email protected]
Articles by this author
When life insurance advisors know how to work with lawyers, the relationship can lead to success in the advanced markets. Let’s expand on some of the aspects of what you need to know to be successful working in cooperation with the legal profession.
December 2017 | LIFE | Read Article →
Young parents may not be ready to think about estate planning. But an advisor can be the catalyst to motivate them to plan for their children’s well-being if the unexpected occurs.
November 2017 | LIFE | Read Article →
All business owners go through a life cycle, and their life insurance needs change as the business grows and evolves.
September 2017 | LIFE | Read Article →
When clients surrender or sell their life insurance policies, it is important that they have an understanding of the tax results of their actions.
May 2017 | LIFE | Read Article →
A number of uses for second-to-die policies have been developed since the product’s inception.
November 2016 | LIFE | Read Article →
With the average farmer approaching retirement age, there is an opportunity for you to provide the special planning that farmers need to have the type of retirement they envision.
August 2016 | FINANCIAL | Read Article →
Your client’s split-dollar coverage could turn into a ticking time bomb. Here is how you can help your client decide whether to keep the coverage or replace it.
January 2016 | LIFE | Read Article →
There may be circumstances in which your client’s unneeded life insurance policy can be used to help someone else. Here is what you and your client need to know before transferring ownership of the policy.
October 2015 | LIFE | Read Article →
Life insurance can provide some solutions to keeping the farm in the family while being equitable to the off-farm children.
February 2015 | LIFE | Read Article →
The transfer for value rule can lead to a tax that no one saw coming.
November 2014 | LIFE | Read Article →
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