National Underwriter Life & Health-Financial Services Edition

Click on article title to view & purchase. Articles are sorted by their publication date in reverse chronological order.

Planning for when business owners retire.
February 23, 2004

Some boomers make big mistakes managing their parents' money ...(Advis...
February 23, 2004

Parents are a powerful motivator for boomers' own LTC buy.(Advising Bo...
February 23, 2004

Group long term care blocks of business have lots of boomers.(Advising...
February 23, 2004

Managing a successful GA transition.(Agency Succession)(General agents...
February 23, 2004

Charitable planning can enhance business succession plans.(Succession ...
February 23, 2004

New CRM products offer better integration, synchronization.(Technology...
February 23, 2004

Long Term Care agent: are you changing with the times?(LTC Perspective...
February 23, 2004

Problems to avoid when planning for the succession of an S-corporation...
February 23, 2004

A useful new rule on mutual fund expenses.(Editorial)
February 23, 2004

Arbitration is a point of contention as NCOIL market conduct model adv...
February 23, 2004

Buy-sell planning for unhealthy clients.(Succession Planning)
February 23, 2004

A fee-only planner responds.(Letter to the Editor)
February 23, 2004

VA guarantee reserve rules being framed.(Regulation)(variable annuity)...
February 23, 2004

ACLI: no big impact from 412(i) proposal.(D.C. Dispatch)(American Coun...
February 23, 2004

Ruling forces MONY to postpone AXA deal vote.(In The News)(MONY Group ...
February 23, 2004

Helping clients find the right successor.(related article: Continue th...
February 23, 2004

When the college dorm is not good enough for junior.(Advising Boomers)...
February 23, 2004

Obesity a culprit in boomers' higher disability rates.(Advising Boomer...
February 23, 2004

401(k) is advanced math for some.(Advising Boomers)
February 23, 2004

Key person insurance: a thriving strategy.(Succession Planning)
February 23, 2004

Federal regulation: a specious goal.(To The Point)(federal vs. state i...
February 23, 2004

Granum and Gammill receive American College's Huebner Gold Medal.(Awar...
February 23, 2004

NASD probes Northwestern sales practices.(Investigations)(National Ass...
February 23, 2004

Volatility still throwing annuity clients.(Cover Story)
February 16, 2004

Longevity + undefined benefits = retirement income Roulette.(Retiremen...
February 16, 2004

Inform the annuity agent when bad stuff happens at an insurer.(Opinion...
February 16, 2004

'Bad boys' in cyberspace.(Technology Enabled)
February 16, 2004

Fidelity, Hartford retain leads in Dalbar Web standings.(The Internet)
February 16, 2004

Fortis spinoff raises more than $2 billion.(Financial)(Brief Article)
February 16, 2004

Why don't people annuitize?(Retirement Issues)
February 16, 2004

The 'dangers and opportunities' of the new split-dollar regulations.(A...
February 16, 2004

Emotional investing: leave home without it.(Perspective)
February 16, 2004

Bush Lifetime Savings Accounts create the wrong incentive.(Editorial)
February 16, 2004

Underwriting stirs up feelings.(Inside Products)
February 16, 2004

CRT distributions: now a little less taxing.(Tax Facts)(Charitable rem...
February 16, 2004

ACLI challenges SEC proposal on separate account disclosure.(Regulatio...
February 16, 2004

SEC adopts new disclosure rules for mutual funds.(In The News)(Brief A...
February 16, 2004

Some agents find gold in mortgages.(Producer Services)
February 16, 2004

Proposed mutual fund pricing rules will disadvantage VAs: ACLI.(Deals)...
February 16, 2004

War over AXA/MONY deal heats up.(Deals)(MONY Group Inc. and AXA Group)
February 16, 2004

A bevy of tax issues surface.(D.C. Dispatch)
February 16, 2004

New annuity designs are taking a page from history.(Product Trends)
February 16, 2004

Incorporating variable annuity features in variable universal life.(Pr...
February 16, 2004

Fixed annuity sales may pick up in 2004.(Market Trends)
February 16, 2004

How and why Equity Indexed Annuities work the way they do.(Products)
February 16, 2004

Bank insurance fee income off slightly through third quarter 2003.(Ban...
February 16, 2004

New alphabet soup is opportunity for creative benefits advisors.(Healt...
February 09, 2004

412(i) plans let small business owners sock away lots of cash.(Retirem...
February 09, 2004

Get real, Mr. Hughes.(Letters)(Letter to the Editor)
February 09, 2004

Ignagni rips state regulation's failings.(Regulation)(Karen Ignagni)
February 09, 2004

Time management, support staff--keys to running an insurance practice....
February 09, 2004

Maximizing your practice's profitability.(Insurance agents)
February 09, 2004

Ruminations of an octogenarian.(To the Point)(Life insurance agent)(Co...
February 09, 2004

Health savings accounts tiptoe into the market.(Health Benefits)
February 09, 2004

Study: online 401(k)s not a big factor in the small business market.(R...
February 09, 2004

NAIFA CEO: we didn't 'change' our policy, we 'strengthened' it.(Letter...
February 09, 2004

NAIC weighs meeting department options following clean sweep.(Regulati...
February 09, 2004

Industry lines up against savings proposal.(D.C. Dispatch)
February 09, 2004

AAHP-HIAA members will expand Medicare benefits.(In the News)
February 09, 2004

New electronic HR tools are hitting their stride.(Benefits Technology)
February 09, 2004

Voluntary benefits sales survive rising medical rates.(Worksite Sales)
February 09, 2004

More flexible reserving gets support.(Regulation)
February 09, 2004

Senate Finance Committee oks COLI provision.(Regulation)(Corporate-own...
February 09, 2004

Securities regulators take aim at VAS.(Cover Story)
February 09, 2004

Best age to buy LTC insurance? Your client's current age.( Long term c...
February 02, 2004

Changing LTC products prompt a look at existing regulations.(Long term...
February 02, 2004

Who is the ideal LTC prospect?(Long Term Care)
February 02, 2004

Got a problem? Coaching may help.(Producer Issues)(Insurance agent's i...
February 02, 2004

Panel: anti-virus measures are a critical business process.(Technology...
February 02, 2004

It's time to start proactively managing LTC claims.(LTC Perspective)(L...
February 02, 2004

Industry leaders show support for Senate panel's COLI draft.(D.C. Disp...
February 02, 2004

A case to be made for short term care.(Post Acute Recovery Care)(Adver...
February 02, 2004

LTC economics will spur more sales.(Market Trends)(long term care insu...
February 02, 2004

Hunter blasts NCOIL over restricting access to Web site.(In The News)(...
February 02, 2004

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