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