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21st century life insurance needs of the affluent

Article Abstract:

The author discusses how demographic changes which will occur or continue to occur in the 21st century, have resulted in the continued viability of life insurance for family protection and retirement planning.

Author: Lynch, J. Timothy
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2000
Life insurance, Demographic aspects

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The effect of Louisiana's community property laws on financial planning with life insurance

Article Abstract:

The authors discuss life insurance planning in light of community property laws in Louisiana. Financial planning is complicated by the interaction of those laws with questions concerning ownership, benefits, and taxation.

Author: Jordan, Carol A.B., Guerriero, Elizabeth J.
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 1998
Louisiana, Laws, regulations and rules, Community property

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Regular, reliable, renewble marketing concepts

Article Abstract:

The author suggests a marketing method for financial planners which encourages clients to recognize and understand their financial situations and futures. The method makes use of stories which the planner may find in sources such as newspapers.

Author: Lynch, J. Timothy
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 1999
Marketing, Financial planners

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Subjects list: United States, Planning, Financial planning, Life insurance, Methods
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