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Building a life insurance practice that can be sold

Article Abstract:

Preparing for the sale of a life insurance practice is the subject of this article in which the author states that the trend of financial institutions purchasing small practices increases the need for planning. Issues examined include asset evaluation, potential purchasers, and conduct of business to increase likelihood of future sale.

Author: Schulte, Gary R.
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 1999
Management, Finance, Insurance industry, Investments, Life insurance industry, Financial institutions, Institutional investments, Business sale

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Understanding how social security works and why it needs immediate attention

Article Abstract:

The author examines the fundamentals of the social security system, its long-range financial problems, and possible impact of proposed solutions on the system's viability.

Author: Gebhardtsbauer, Ron
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
Statistical Data Included, Analysis, Social security

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