Features
Estate Planning Failures of the Rich and Famous Part 5
From Ray Charles to Ted Williams, our annual roundup of folks who achieved fame and fortune during their lifetimes, yet left behind a mess for their loved ones after their deaths.
Top Gun Secrets (that every
advisor must know)
An interview with Lt. Col. Rob "Waldo" Waldman
A military fighter pilot turned motivational speaker, Rob "Waldo" Waldman has taken the lessons he learned from flying an F-16 jet in combat and is sharing them with the business world. In this interview with InsuranceNewsNet Publisher Paul Feldman, Waldman describes why you need to surround yourself with "wingmen" who will help you to reach new heights in your career and your life.
InFront
The American Annuity Shuffle Begins
A look at 2012 annuity sales figures shows an intriguing dance, combining a slump in sales numbers with some surprises among the carriers.
Life
Buy-Sell Planning Vaults Higher Estate Tax Bar
The buy-sell strategy is a great estate planning technique to use with business owners, and it may lead to other sales such as key person insurance, executive compensation and personal planning.
Advisors Invade D.C. in Stealthy Springtime Strike
Hundreds of NAIFA members visited Congress to do what they do best: tell the story of what life insurance means to their clients.
Annuity
Advisors Can Net Big Business from $21 Trillion Protection Gap
Consumers may say they need annuity products to fund their retirement, but the numbers indicate they are reluctant to act upon that need.
When Pensions End, Advisor Opportunity Begins
When lump-sum distributions are taken from defined benefit plans, it opens up a "sweet spot" for advisors to offer annuities as a retirement solution.
Health
Will ACA Navigator Rule Wash Out Agents?
As the clock ticks closer to the implementation of health care exchanges, advisors seek more information on how the role of navigator will affect their profession.
Financial
Tax Law Offers Faster Connection for Clients' Roth Conversion
As more plan sponsors amend their retirement plans to take advantage of new provisions under the law, more people will have the Roth conversion conversation with their advisor.
Business
Volunteering Pays Well
Community involvement can enhance your reputation and lead to opportunities to position yourself as an expert, at little or no expense.
Insights
MDRT: GRATifying New
Estate Tax Law
Advisors need to encourage clients to take advantage of the changes in the estate tax law because it will enable them to manage their financial portfolio better than in the past.
NAIFA: Studying for Success
Belonging to a study group is like having a special "business family" where you can share support, inspiration and guidance that will help you succeed in your practice.
LIMRA: Employers' ACA Uncertainty Leads to Lack of Planning
The Affordable Care Act provides an opportunity for carriers to help guide employers through a changing health insurance landscape.
The Last Word - with Larry Barton
How to Hire a Hero
Our nation's veterans can provide a new talent pool of determined and mission-minded individuals for new careers in the financial services industry.
Magazine Departments
Past Magazine Issues
April 2013
What constitutes a "big case" can vary. But one thing remains the same - it's not a once-and-done deal but a relationship that can lead to a revenue stream.
March 2013
The favorable tax treatment of life insurance products turns 100 this year, and the industry continues to remain vigilant against attempts by Congress...
February 2013
For those who held back on making a plan during the "fiscal cliff," the permanence of the new estate tax law may be the trigger that spurs action.
