Seven skill sets required by the 21st Century life insurance specialist

Article Abstract:

The authors outline the abilities required for success as a life insurance specialist. Important skill sets include fact-finding, analysis and evaluation of planning strategies, using the underwriting process as mortality management, quantifying and confirming goals, plan implementation, and servicing and reviewing plans.

Analysis, Financial planning, Marketing, Education, Insurance agents

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Life (insurance) after estate tax 'repeal' or 'reform'

Article Abstract:

The authors examine possible effects on life insurance following either the reform or the repeal of the US estate tax.

Forecasts and trends, Estate tax, Estate taxes

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COLI, BOLI, TOLI and 'insurable interests'

Article Abstract:

The authors discuss what constitutes an 'insurable interest' under state insurance laws governing life insurance purchased by banks, corporations, and trusts for employees.

States, Interpretation and construction, Taxation, Laws, regulations and rules, Interest deductions, Insurance law

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