Journal of Financial Service Professionals 1999 - Abstracts

Journal of Financial Service Professionals 1999
TitleSubjectAuthors
Abnormal uncertainties but a normal year is likely.(economic forecast)BusinessRatajczak, Donald
A life insurance investment that may be too good to be true.(tax savings insurance investments)BusinessHansen, Kenneth A.
Alternative strategies as investment options.BusinessWallace, Thomas L.
An economic outlook and the insurance industry.BusinessJones, Frank J.
A new direction in dental and vision care benefits.BusinessSchultz, Roger S.
An oasis in a global economic storm.BusinessRatajczak, Donald
A powerful selling tool.(using Microsoft PowerPoint)BusinessLittell, Bob
A practical view: understanding and serving the older client.BusinessGeorge, Linda K.
Building a life insurance practice that can be sold.BusinessSchulte, Gary R.
Challenges for long-term care insurance in a rapidly changing world.BusinessAtchley, Robert C.
Changes in mutual life insurer ownership form.(Statistical Data Included)BusinessCarson, James M., Forster, Mark D., McNamara, Michael J.
Charitable reverse split dollar and charitable split dollar.(insurance)BusinessLeimberg, Stephan R.
Client management systems.BusinessLittell, Bob
Client management systems can increase productivity.BusinessLittell, Bob
Corporate responsibility committees.(insurance industry)BusinessSoule, Charles E.
Dealing with boundaries of knowledge and practice.BusinessAtchley, Robert C., Willis, Nancy K.
Discount for unrealized capital gains taxes and value of estate's shares reduced based on decedent's Rule 144 restrictions.(SEC Rule 144)BusinessMarcus, Fred J., Freeman, Douglas K.
Emotions and investment decision making.BusinessRatajczak, Donald
Employee benefits and the Society of Financial Service Professionals.BusinessSchultz, Roger S.
Ethics and the professions.BusinessChristensen, Burke A.
Ethics in estate planning.BusinessDuska, Ronald F.
Executive benefits and the global economy.BusinessQureshik, A. Hasan, Bowden, William J.
Family charitable gifting: private foundations versus supporting organizations.BusinessFontaine, Constance J., Klaassen, June
Favorable pension legislation may be on the horizon.BusinessPowell, David W., Collins, Michael J.
Final regulations issued for charitable remainer trusts.BusinessMarcus, Fred J., Freeman, Douglas K.
From childcare to eldercare: our turn to care for mom and dad.BusinessTimmermann, Sandra
Getting on the Internet and making it work for you.BusinessLittell, Bob
How to succeed in employee benefits, insurance, or any other business.BusinessSchultz, Roger S.
How we help our clients "picture" social significance.(estate planning)(Statistical Data Included)BusinessTegeler, Jeffrey W., Garrity, Charles E.
Investment-oriented web sites.BusinessLittell, Bob
IRS's renewed support for voluntary corrections by qualified plans.BusinessLittell, David A.
Is there a new paradigm for long-term economic growth?BusinessRatajczak, Donald
Is there still a market for individual life insurance?(Statistical Data Included)BusinessMitchel, James O., Woods, David F.
Keeping life insurance affordable in the era of genetic medicine.BusinessBraun, Richard E.
Legal liability of agents and brokers.BusinessZiomek, Thomas J., McCahill, Jane O.
Life insurer asset stability in financial emergencies.(Statistical Data Included)BusinessCunningham, W. Patrick
No load insurance and trustee duties under the prudent investor rule.BusinessCollins, Patrick J.
Nonqualified planning opportunities: a case study.(retirement plans)(Statistical Data Included)BusinessFriedman, Douglas I., Downey, Heather C., Reynolds, William
Opportunity shifting: a life insurance and estate planning technique.BusinessOshins, Steven J.
Our clients will never see the big picture, as long as we focus on little pixels.(insurance industry)BusinessHealy, Todd S.
Professional internship: a change in interpersonal insurance marketing.(life insurance industry)BusinessBoseman, Glenn, Armenti, Carmen J.
Providing service to senior adults in a rapidly changing world.BusinessWright, W. Donald
Publicize the process of making an ethics complaint.BusinessNunn, R. Lee
Regular, reliable, renewble marketing concepts.BusinessLynch, J. Timothy
Retirement planning for baby boomers: the role of long-term care insurance.BusinessMulvey, Janemarie, Stucki, Barbara
Simplifying the use of the generation-skipping transfer tax exemption.BusinessTugman, Stuart G.
Split-dollar rollout via deferred gift to a grantor life insurance trust.(Statistical Data Included)BusinessRainaldi, Frank L.
Supporting compliance personnel.(business compliance)BusinessSoule, Charles E.
Survey of chief financial officers on company practices.(life insurance companies)(Statistical Data Included)BusinessCabanilla, Nathaniel B., Brodie, Nancy S.
Taxation of split dollar rollouts: covering all the "basis".BusinessBuck, Keith A., Budhas, John S.
The benefits of serious illness coverage for employees and their companies.BusinessPower, Jay
The charitable remainder trust as an executive benefit tool.(Statistical Data Included)BusinessAllen, James R.
The cycle returns.(medical insurance costs)BusinessSchultz, Roger S.
The economics of prepaying wealth transfer tax.(part 2)BusinessPennell, Jeffrey N., Williamson, R. Mark
The golden rule and financial service professionals.BusinessDuska, Ronald F.
The new family-owned business deduction: helping executors solve the liquidity problem.BusinessZwick, Gary A., Jurinski, James John
The potential effects of IMSA on the industry's ethical environment.(Insurance Marketplace Standards Assn.; life insurance industry)(Statistical Data Included)BusinessCooper, Robert W., Frank, Garry L.
The role of the financial adviser in helping owners leave their businesses in style.BusinessBrown, John H., Durnford, Joseph M.
The value of key-person life insurance for estate tax planning.BusinessMiller, Carl Frank, Rosenthal, R. Christopher
Understanding our older customers: approaches to segmenting the mature market.BusinessTimmermann, Sandra
U.S. household finance in the 1990s.(Statistical Data Included)BusinessSchott, Francis H.
Using technology in the area of retirement planning.BusinessLittell, Bob
Variables used in financial planning for retirement.BusinessRatajczak, Donald
Virtual estate plans in the new millennium.BusinessMoon, Deborah
What employers want.(employee benefit planning)BusinessSchultz, Roger S.
Where is the new paradigm in health care costs?BusinessRatajczak, Donald
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