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Issue: December 2010 See all issues

FEATURES

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Unleash Your Leaders Within

The acclaimed author of One Minute Manager explains how to unlock potential by clearly directing but even more importantly, redirecting.

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One Nation, Under Reform

All the new legislation and regulation—and uncertainty about future laws and rules— have many producers anxious about doing business. Learn what to do to keep thriving.

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LIFE

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Return Of The Estate Tax? There's An App For That

The estate tax will be back next year, but the question is in what form? Whatever it is, you can be prepared.

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Protecting Assets – The Beneficiary Controlled Trust Keeps An Inheritance In The Family

In estate planning, protecting assets is more than just defending against the estate tax.

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ANNUITIES

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Annuity Trendspotting

Signs are encouraging for stronger annuity sales, especially if interest rates ever get around to perking up a bit.

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Source Of Funds; A Source Of Pain

The Arkansas Bulletin is becoming the stuff of scary legend. Now, it’s time for the facts.

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HEALTH

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Repositioning Reform

There’s plenty to fear about health reform, but if brokers think of themselves as advisors, they will be a cure for client’s ills.

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FINANCIAL

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Variable Universal Life: Evolving To Solve A Variety Of Client Needs

From a taxation perspective, VUL looks a lot like a Roth IRA alternative.

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BUSINESS

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Are You About To Be Replaced?

Learn the signs that your client is shopping around and how to be pre-emptive.

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OUTRAGEOUS ADVISOR MARKETING

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How To Use Celebrities To Become A Celebrity

Becoming a celebrity is the key to dominating your market.

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SECRETS OF OUR SUCCESS

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Allianz Takes The Blows And Yet Still Grows

It’s no secret that Allianz had a couple of tough years between lawsuits over its indexed annuities and the crashing economy slamming its variable annuities, but the company came back stronger still clutching the top spot for independent producer’s favorite indexed product.

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LIMRA INSIGHTS

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Prohibition Failed In The 1920s And It Won'T Work Against Social Media

Just as Prohibition didn’t really abolish alcohol in the 1920s-30s, research finds that prohibiting the use of social media websites doesn’t work either.

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MDRT INSIGHTS

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Life Insurance Still A Powerful Planning Tool

It seems like all sorts of advisors want to get into the life insurance market.

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AALU INSIGHTS

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Sec Proposed Rules To Exempt Family Offices From Registration Requirements

A potential consequence of Dodd-Frank financial reform is that many “family offices” that have relied on the 15-client exemption could be required to register under the Advisers Act.

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Runners Present Coverage Challenge For Health Insurers

As distance running is on the rise, some insurers deny coverage to these generally more healthy athletes, or charge them the same premium as overweight or unhealthy individuals, because of the gr

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Imsa Changes To Cefli, Appoints New Leader

The Insurance Marketplace Standards Association (IMSA) Board of Directors'' proposal for the dissolution of ISMA was approved by a membership vote that in turn supported the creation of the Compli

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Naic Revises Retained-Asset Bulletin

The NAIC''s Retained-Asset Account (RAA) Working Group will revise the retained-asset bulletin in accordance with new mandates and disclosure requirements to help improve the areas in which regul

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Regulators Combat Stoa Schemes

Stranger-originated annuity (STOA) transactions are under increased scrutiny by insurance regulators in an attempt to halt what many believe is an increasing issue of insurance fraud, spurring th

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