Journal of the American Society of CLU & ChFC 1998 - Abstracts

Journal of the American Society of CLU & ChFC 1998
TitleSubjectAuthors
Advanced underwriting concepts.LawLynch, J. Timothy, Petty, Ruth R.
A global survey of the life insurance industry.LawForbes, Stephen W.
A new look at the economics of medicine.LawRatajczak, Donald
A new paradigm or an investment bubble? (investments)LawRatajczak, Donald
Building planning relationships: a family business story. (estate planning and business succession)LawGarry, Steve, Garry, Rich
Charity begins at home. (estate planning utilizing charitable giving)LawWright, M. Donald
Communicating employee benefits.LawSchultz, Roger S.
Comprehensive perpetuation planning. (business planning)LawBuxton, Dickson C.
Crash value life insurance.LawLynch, J. Timothy
Credit shelter trusts as potential purchasers of life insurance.LawAdler, Robert J., Jr.
Critical illness life insurance: innovation to address a need.LawStalowicz, Roger J.
Doomsday 2029? Social Security projections don't tell the whole story.LawAtchley, Robert C.
Duty of consistency creates taxable estate.LawMarcus, Fred J., Freeman, Douglas K.
Educating the public about personal finance: a call for action.LawAtchley, Robert C.
Employee benefit planning.LawSchultz, Roger S.
Employee benefit planning: prescription drug plans.LawBeam, Burton T., Jr., Tacchino, Kenn B.
Estate planning implications of nonqualified deferred compensation benefits.LawDarke, Ann L.
Estate plan tune up for business owners.LawLynch, J. Timothy, Moon, Deborah
Ethical issues in the marketing, advertising, and sale of universal life insurance.LawCarson, James M., Forster, Mark D.
Facts and misconceptions surrounding the Medical Information Bureau.LawBoseman, Glenn, Day, David Q.
Final QPRT regulations released by Treasury, followed by budget proposal to terminate technique. (IRS regulations on qualified personal residence trust)LawMarcus, Fred J., Freeman, Douglas K.
Framework for the Roth IRA decision.LawAnderson, Kenneth E., Murphy, Daniel P.
Fraud in the health insurance industry.LawHolmes, Sarah A., Strawser, Robert H., Welch, Sandra Thomas, Evans, Stephen M.
Genetic information and risk classification in individual life and health insurance.LawWarfel, William J., Mikolaj, Peter, Hamwi, Alex
Getting the job done: how to chip away at your priorities. (computer word processing skills)LawLittell, Bob
Gift of nonstatutory stock options.LawMarcus, Fred J., Freeman, Douglas K.
IMSA: an industry effort to restore ethical market conduct. (Insurance Marketing Standards Assn.)LawCooper, Robert W.
Information management. (Internet uses)LawLittell, Bob
Information management. (Windows 95)LawLittell, Bob
Insurance ethics: the right training at the right time.LawDuska, Ronald F.
Intergenerational transfers: who gives and who gets?LawGeorge, Linda K.
Life insurance firms in the retirement market: is the news all bad?LawSantomero, Anthony M., Hoffman, Paul
Market conduct: whose job is it? (insurance industry market conduct)LawSoule, Charles E.
Measuring human life value from the courtroom to the living room.LawScarbrough, John E.
Overview of the Life Insurance Illustrations Model Regulation.LawMohoric, Edward P.
Planning with executive stock options: maximizing dollars for investment while minimizing taxes.LawTeitelbaum, Mark A.
Professional liability insurance for life insurance agents.LawOwens, Donna M.
Proper use and abuse of familial limited partnerships.LawBell, Lawrence L., Hoffman, James M.
Rational choice theories: contributions and limitations. (finance)LawGeorge, Linda K.
Reducing the tax burden of transfers to charities.LawHarden, J. William, Hulse, David S.
Remember your code of ethics. (insurance professionals)LawChristensen, Burke A.
Ruling approves of "Spigot Trust." (IRS ruling)LawMarcus, Fred J., Freeman, Douglas K.
Sale of life insurance to welfare benefit plans and VEBAs, part 2. (Voluntary Employee Benefit Associations)LawCulhane, Floyd C., Jr.
Second-to-die life insurance policy not included in gross estate.LawMarcus, Fred J., Freeman, Douglas K.
Setting up your computer's filing system.LawLittell, Bob
Should we worry about Asia and deflation and cheer federal budget surpluses?LawRatajczak, Donald
Sitting comfortably. (ergonomic management of computer use)LawLiss, Robert
Still more on section 1035. (Internal Revenue Code s. 1035)LawFriedman, Douglas I., Downey, Heather C.
Strictly speaking: ethics and compliance.LawDuska, Ronald F.
Success begins with "M." (insurance underwriting)LawLynch, J. Timothy
Tax advantaged retirement planning: selling life insurance in the Roth IRA market.LawBarks, Shannon K.
The '98 economy: as good as '97?LawRatajczak, Donald
The appropriate uses of life insurance in GRIT, GRAT, and GRUT planning. (grantor retained income trust, grantor retained annuity trust, grantor retained unitrust)LawErtz, Michael S.
The benefits broker in the marketplace. (employee benefits)LawSchultz, Roger S.
The benefits broker in the marketplace: self-funding of group insurance benefits.LawSchultz, Roger S.
The hazard of selecting mutual funds based on returns.LawPrather, Larry J.
The impact of the Revised Uniform Partnership Act on existing partnerships.LawCain, Rita Marie
The new tax rules governing long-term care insurance, part 3.LawAdney, John T., Springfield, Craig R.
The shortest distance may not be the best. (funding estate tax liabilities with life insurance)LawCorado, Christie
The stock market boom and the baby boomers.LawRatajczak, Donald
Transfers of closely held businesses: ESOPs and succession planning. (employee stock ownership plans)LawShanney-Saborsky, Regina
Triple split dollar buy-sell: a new funding alternative for corporations.LawSchneider, Bobby D., Steichen, Daniel E.
Valuing compensatory stock options.LawMarcus, Fred J., Freeman, Douglas K.
Would you hire Jane? (ethical decisionmaking)LawChristensen, Burke A.
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