Journal of the American Society of CLU & ChFC 1997 - Abstracts

Journal of the American Society of CLU & ChFC 1997
TitleSubjectAuthors
A case for variable life. (insurance)LawRybka, Lawrence J.
Accounting for pension costs.LawBeam, Burton T., Jr., Tacchino, Kenn B.
A new economic paradigm.LawRatajczak, Donald
A plan for all ages.(baby boomer finances)LawLynch, J. Timothy
Baby boomers, financial literacy, and the privatization of Social Security.LawCutler, Neal E.
Bancassurance in the United States: effects on consumers.LawClontz, Bryan
Beyond technology: redefining the underwriting of older clients.LawSolie, David L.
Computers 101: the basics.LawLittell, Bob
Contingent beneficiaries and Crummey powers: the battle lines are drawn.LawMargolin, Stephen M., Storum, Lea Anne
Crummey powers survive attack by IRS: a test case.LawLabella, Rocco J., Avidon, Scott
Death benefits - no longer just for beneficiaries. (life insurance)LawLynch, J. Timothy
Deferral of estate taxes: calculating the benefit and the funding.LawDavis, James C.
Demographic and financial characteristics of small business owners.LawAhmed, Nilufer R.
Do households know they are taking on more risk?LawRatajczak, Donald
Economic policies and what they could mean to savings behavior.LawRatajczak, Donald
Effective retirement planning seminars: painting by the DOL numbers. (Department of Labor)LawBeam, Burton T., Jr., Tacchino, Kenn B.
Emerging trends in managed care.(Focus on Health Care Insurance, Disability Income, and Long-Term Care)LawCaulfield, Stephen C.
Encyclopedic knowledge about financial gerontology.LawCutler, Neal E.
Ethics, taxes, contracts and ethical dilemmas.LawMoyse, John S.
Family limited partnerships and succession planning.LawWright, M. Donald
Financing a SERP and split dollar plan with a single policy. (supplemental executive retirement plan)LawGoldstein, Michael G., Drennan, William A.
Foreign stocks, domestic insurance, and the New York Stock Exchange.(Focus on Investments and Financial Management)LawFreund, William C.
Four of this, four of that. (guidelines for ethical behavior among insurance agents)LawChristensen, Burke A.
Generation-skipping transfer tax planning and the charitable lead trust.LawWertlieb, Frederick J.
Getting the job done: employer strategies for the retirement of baby boomers.(Focus on Employee Benefits, Pensions, and Social Security)LawO'Connell, Daniel P., Gregory, Janice M.
Group universal life insurance.LawBeam, Burton T., Jr., Tacchino, Kenn B.
Growth is harder but should continue through 1997. (economic growth)LawRatajczak, Donald
Illustrated versus actual universal life insurance cash values.LawCarson, James M., Forster, Mark D., Forster, Jeff J.
Informed consent.(for clients of insurance agents)LawOwens, Donna M.
Insuring the future of our profession. (financing of The American College for life insurance agents)LawTarr, Stephen D.
Investment manager selection and evaluation.(Focus on Investments and Financial Management)LawEvensky, Harold
IRS issues proposed new charitable remainder trust regulations.LawMarcus, Fred J., Freeman, Douglas K.
Learn because you want to.LawLiss, Robert
Life insurance and the family limited partnership.LawAllen, James R., Bilello, Thomas C.
Life insurers and the "run on the insurer" exposure.(Focus on Investments and Financial Management)LawCarson, James M., Scott, William L.
Lock it up: ensuring the payment of nonqualified pension plan benefits.LawErtz, Michael S.
Long-term care - a vital product in an evolving environment.(Focus on Health Care Insurance, Disability Income, and Long-Term Care)LawCoy, Jacquelyn S., Winn, Paul J.
Looking toward the future with long-term care insurance.LawWright, M. Donald
Mandating individual retirement savings.LawAtchley, Robert C.
Medical savings accounts.LawBeam, Burton T., Jr., Tacchino, Kenn B.
Medicare reform.LawBeam, Burton T., Jr., Tacchino, Kenn B.
Murphy's Law and computer security.LawFitzpatrick, Edmund W.
On my honor.LawChristensen, Burke A.
On the economics of health care.LawRatajczak, Donald
Partnerships and LLCs. (limited liability companies)LawMarcus, Fred J., Freeman, Douglas K.
Private annuities: another arrow for your estate planning quiver.LawToth, Steven E.
Producer group influence on product development.LawCallahan, R. Bruce, Lakenbach, Cary O.
Providing for children from a prior marriage: an estate planning entry point.LawKozol, George B.
Retirement planning for those under 59 1/2.LawPhillips, Cody H.
Sale of life insurance to welfare benefit plans and VEBAs. (part 1) (Voluntary Employees' Beneficiary Associations)LawCulhane, Floyd C., Jr.
Social Security reform: marginal or fundamental change?(Focus on Employee Benefits, Pensions, and Social Security)LawQuinn, Joseph F.
Social Security reform. (Privatization and Reform of Social Security Pension Plans as a Global Trend, Part 2)LawPoortvliet, William G., Laine, Thomas P.
Taxpayer Relief Act of 1997.LawMarcus, Fred J., Freeman, Douglas K.
Technology in simplified terms. (technology's impact on insurance business)LawLittell, Bob
The 401(k) look-alike plan. (Internal Revenue Code section 401(k))LawJenei, Jeffrey J., Sardis, Anthony M.
The agency system is not dead ... yet. (life insurance agents)LawTurner, Samuel H.
The age of the paperless office may finally be approaching.LawLiss, Robert
The business cycle has not been eliminated.LawRatajczak, Donald
The complexity of ethical responsibility and the estate planner.LawCooper, Ken, Fontaine, Constance J.
The Health Insurance Portability and Accountability Act of 1996.LawBeam, Burton T., Jr., Tacchino, Kenn B.
The new tax rules governing long-term care insurance. (part 1) (Health Insurance Portability and Accountability Act of 1996)(Focus on Health Care Insurance, Disability Income, and Long-Term Care)LawAdney, John T., Springfield, Craig R.
The new tax rules governing long-term care insurance. (part 2)LawAdney, John T., Springfield, Craig R.
The Pension Simplification Act. (part 2)LawBeam, Burton T., Jr., Tacchino, Kenn B.
The psychology of money. (financial security in old age)LawGeorge, Linda K.
The reality of fundamental tax reform for employment-based retirement plans.(Focus on Employee Benefits, Pensions, and Social Security)LawHardock, Randolf H.
The taxation of equity split dollar plans.LawCunningham, W. Patrick
The underlying problem. (Privatization and Reform of Social Security Pension Plans as a Global Trend, part 1)(Focus on Employee Benefits, Pensions, and Social Security)LawPoortvliet, William G., Laine, Thomas P.
The WRAP Trust. (Wealth, Retirement, and Asset Protection)LawBlase, James G.
To disclose or not to disclose: that is the question.LawDuska, Ronald F.
VEBAs: an underutilized planning tool. (voluntary employees' beneficiary association)(Focus on Employee Benefits, Pensions, and Social Security)LawWallach, Lance
Viatical settlements: perspectives of investors, regulators, and insureds.(Focus on Investments and Financial Management)LawTrieschmann, James S., Gustavson, Sandra G., Sommer, David W.
Who's taking care of mom and dad?LawSchmidt, Jo Horne
Women change the face of small business ownership. (potential market for insurance)LawBrooks, Beverly L.
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