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Issue: May 2011 See all issues

FEATURES

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The Luckiest Estate Plan Ever!

George Steinbrenner had been accused of lucking into much of his success – at least, according to Yankees haters. Well, George has the last, $500 million, laugh.

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Create A Client Windfall: Instant Strategies To Amplify Your Advertising And Pr - An Interview With Janet Switzer

Janet Switzer wrote the book on Instant Income and how any company can start generating cash now. Producers can learn how they can (almost) immediately turn on the tap by using the secrets Switzer shares in an interview with Publisher Paul Feldman.

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LETTER FROM THE EDITOR

Estate Planning Falls On Deaf Ears

That muffled roar you hear? The sound of exploding estate plans. The confluence of events ensures that many families will be left picking up the pieces to provide for their future, children and bus

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LIFE

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When The Estate Tax Window

Some clients are looking at the estate tax law as a two-year reprieve, but they should be seeing it as a deadline to get their plans in order.

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Collateral Issue

As the financial industry recovers from the credit crisis, premium financing is coming back– but lenders are being very picky.

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ANNUITIES

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The Days Of Selling Annuities On Rate Are Gone

We all know rates on annuities have not been terribly enticing lately, so, in comes income benefits.

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Medicaid Annuity Trouble

Medicaid annuities can help a family preserves assets – if they are done correctly. Otherwise they could tie up money, not achieve Medicaid eligibility and lead a producer to a world of trouble.

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HEALTH

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The New Benefits Delivery System

Even before health reform, it was apparent that brokers needed to change how they’re doing business. Now, their businesses depend on changing the model.

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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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Penetrating The Social Fabric Of A Small Town

How do you build your business in a smalltown environment where everybody already knows everybody else?

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LIMRA INSIGHTS

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Reach Young Consumers On The Net And On The Job

Young people need insurance, but they cannot be reached in the traditional ways. Producers have to go to their territory.

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MDRT INSIGHTS

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Asset Protection Across Life's Timeline

Estate planning gets to the core of what we do – helping protect families.

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AALU INSIGHTS

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Proposed Sec Rule Targets Compensation That Encourages Risk

The proposed rules recognize the significant advantages of deferred compensation in aligning the long-term interests of the shareholders with those of the executives and in making compensation more sensitive to risk.

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Health Exchanges Under Closer Review

A year after the Patient Protection and Affordable Care Act was passed, its state health care exchanges and the "essential benefits" required to be a part of the participating states'' insurance p

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Millionaires' Economic Outlook Peaks, Highest Since 2006

Even though millionaires'' near-term confidence in the economy remains low, their overall outlook hit a record high since the in-depth survey began tracking sentiments in 2006, according to the fo

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Limra: Policy Ownership Study Shows Gender Gap Shrinking

Approximately 60 percent of women in 2010 owned some type of life insurance, almost equal to men''s life insurance ownership totals for the same time period, the LIMRA life insurance ownership study

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Insurers Increasing Interest In Spias

Since the recession, there has been a distinct surge of interest in singlepremium immediate annuities (SPIA) interest among insurance companies, producers and clients alike. According to LIMRA

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