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| Group long term care: A warning
By Allan Checkoway Despite the recent success of group l ong term care insurance in corporate employee benefit programs, |
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| Break free from mutual fund tax inequalities with an SMA
By Don F. Wilkinson Read this article for a look at how you can break free with and SMA to eliminate drag-down mutual fund tax inequalities have taken another returns bruising this year, as have equities in general. |
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| How to avoid a $200,000 fine from the IRS
By Lance Wallach Read this article to learn how insurance professionals continue to sell abusive 412(i) and 419 insurance tax deduction plans without realizing that the IRS will fine them $200,000 as a material adv... |
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| Estate and legacy essentials, Pt. 2: Digging into the details
By Carl "Skip" Rapp Read this article for a comprehensive list that captures many of the commonly held items across the main categories of estate documents and financial, family legacy and personal instructions. |
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| The Economy Before Christmas
By Douglas E. Richards Read this poem, a retrospective on the current state of the economy amid the approaching winter holidays. |
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| The Dazzling Dozen: A white paper, Pt. 2
By Jeffrey Reeves Read Part 2 of this white-paper series for more compelling and dazzling reasons why you should place participating cash value life insurance at the foundation of your client's financial house. |
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| AAA responds to WSJ article on Hartford Financial
By Steven S. Delaney A response to the recent WSJ article saying Hartford Financial may have to raise more capital since its variable annuity business is suffering, relative to variable annuities versus fixed and fixed... |
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| How policyholders' funds in credit default swaps helped sink AIG
By Andrew Barile Read this article to learn how policyholders' funds that are invested in credit default swaps helped sink AIG. |
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| Does "buy and hold" work when the market goes up and down like a yo-yo?
By Roccy DeFrancesco This is a new and very volatile world, and this article is intended to give you something to think about: Is buying and holding stocks right now a good idea, even when looking at the long term? |
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| Identity theft: Can anything be done?
By Diane W. Richardson In this article, we explore identity theft--what it is, its common causes, the technical side, the laws, tips to avoid or mitigate it, and insurance options to protect against it. |
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| Influence: How to understand executives
By Michael Lovas For the past 10 years, I've been training and coaching advisors on how to spot and connect with executives and business owners. In this article, I'm going to share with you some of the special skil... |
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