  MONTHLY COMMENTARY QUERIES & QUANDARIES
Answer Corner by Andrew I. Shapiro CLU, CHFC This months answer column deals with "Transfer Value" of a life insurance policy, and the applicable exceptions. MARKETING The Financial Planners Justification by Edwin P. Morrow Always in the prospect's or the client's mind is the frequesntly unasked question - How can I tell if the service is worth the fee I am (about to be) paying? A clear affirmitive answer to this will resolve many problems for the planner. THE WEB REVIEW Getting the Most from Your Web Browser by Financial Services Online Financial Services Onlline recommends Netscape as the most stable and reliable Web browser. In this article, however, we provide tips for getting the best performance from both the Netscape Navigator 3.0 and the Internet Explorer 3.0 Web browsers. FEATURED ARTICLES As the Continuum Turns by Christopher B. Bailey MHA, NHA The term 'Nursing Home' used to have a very specific meaning. Everyone knew what a 'Nursing Home' looked like, smelled like, and acted like. Today, no one is really sure. What is a Viatical Settlement? by Steven Arenson A viatical settlement allows individuals facing life threatening illnesses--such as cancer, severe heart disease, AIDS, Alzheimer's disease or others--to sell their life insurance policy to a third party for cash, while they are still able to use the money. BACK EDITIONSFebruary 1997 March 1997 April 1997 INDEX OF ADVERTISERS Fairlane Financial Blue Cross Blue Shield of Texas WinterHawk West Indies Ltd. Lamont Williams Michael Lovas- Ghostwriter FSO Elite Marketing Group Sumrall and Associates George Sterne BHC Marketing National Life of Vermont Kansas City Life Art Jetter Long Term Care Providers Financial Services Journal Pre-paid Legal Writing by Design High Impact Presentations |
May 1997
Carolyn Hersman
How Successful Do You Really Wanna Be? by Sid Friedman You name it- the sky's the limit. There's no doubt about it, you can absolutly, positively learn how to be successful beyond your wildest dreams - no matter what. FEATURED ARTICLES How Banks Are Planning to Take Your Business by Michael Lovas BEWARE!! Banks are positioning themselves to take over the insurance industry. They 'll be in the right place at the right time. And because they are, they'll be poised to steal your clients. The Future is for the Open Minded by Sue A. Hershkowitz CSP If you're not twisting the familiar, if you're not looking at creative ventures and new ways of providing service to your customers and clients, if you're not stepping outside the box and coloring outside the lines, your success and survival are at stake. Six Pack of Successful Leadership by Charles K. Markline Ph.D, CPCM Leadership skills must be built by communicating with team members and management, and through a commitment to the business. The six elements needed to be a successful leader are... If It Looks Like a Duck and Quacks Like a Duck, it's a duck by David Shapiro CFP, CLU, ChFC The 1996 NAVA Annual Conference offered some fireworks last year in the form of a panel discussion on the role that the press plays in covering the annuity business. Medical Savings Accounts by John M. Whelan Medical Savings Accounts (MSAs) increase access to preventive care, promote wellness, and control costs -- without jeopardizing the quality of medical care. What's Best For Retirement? Mutual Funds vs. Variable Annuities by C. Brian Conners, MBA, CFP While mutual funds are very popular ($3 trillion invested) and are usually a consideration in any investment selection, they are far from being the only legitimate option. Multi-Generational IRAs- Heads-Up Planning Can Produce Surprizing Results by David J. McMenamin CLU, ChFC Although the rules are complex and somewhat fluid, it's possible for tax-favored retirement accounts to keep growing and producing substantial amounts of income for years after the plan participant's death.
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