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March 15, 2010
Michael Moore's new film, “Capitalism: A Love Story,” created negative media attention and prompted the introduction of a federal legislation regarding employer-owned life insurance. ...
March 08, 2010
Who runs one of the world’s largest personal health records businesses? ...
March 03, 2010
Significant changes swept through individual annuity sales in 2009. ...
February 23, 2010
I recently took my family on a vacation to Disney World. During the long lines in the Magic Kingdom, my wife and I played a lot of word games with our children to keep them from saying “Mom and Dad, when is this line going to end?”...
February 23, 2010
Today’s succession planning is an important career-long activity that promotes good practice management. ...
February 12, 2010
At least three big fixed indexed annuity marketers now own their own broker-dealers. ...
February 02, 2010
In today’s competitive marketplace, an effective retirement plan review offers one of the best ways to demonstrate your value-added expertise to clients, and to foster client loyalty and satisfaction. ...
February 02, 2010
People who go around saying they know how to plan for the current hiatus in the estate tax likely have no clue about what to do. It’s doubtful that anyone really knows what to do....
January 25, 2010
Benjamin Graham, the late economist known as “the father of investing,” was famously noted for saying, “Wall Street people learn nothing and forget everything.” He delivered this quip a generation ago, but could have said it last month. ...
January 25, 2010
The financial crisis has made clear that in times of financial stress, capital is king. It is the lifeblood of life insurers and the means by which they protect their ratings and policyholders and invest in growth. ...



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