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2001 Advisor Today Web Exclusive Articles

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December 2001: Estate Planning for Non-U.S. Citizens

By Richard A. Feigenbaum, Esq.

Accounting for a spouse that is not a U.S. citizen in an estate plan can be challenging. Feigenbaum sheds light on this often overlooked aspect of estate planning.

December 2001: How to Capitalize on the Trust Opportunity

By Jeffrey R. Lauterbach

Lauterbach's presentation at the 2001 NAIFA convention highlighted the players, processes and advantages of setting up a trust for your clients.

December 2001: Your Differences Can Mean Success

By Wilma Anderson

Wilma Anderson's PowerPoint presentation demonstrates how female agents can target women when selling long-term care policies.

December 2001: Deep Background

By Debra Woog McGinty and Nicole C. Moss

Reference checking is an essential step in minimizing the risks involved in the hiring process. Read an expanded version of this month's Personnel Matters column.

December 2001: Historical Context

By George A. Norris

This year's NAIFA conference wasn't the first to be interrupted by a national tragedy. Read how other historical events have effected past conventions.

November 2001: LIFE Reaches Out to Families

Bruce Mendelsohn

November 2001: How to Communicate During Times of Crisis

Rob Sherman, Esq.

November 2001: Still Cold Calling?

Landy Chase, CSP

Get over 200 face-to-face meetings per year with the most
important prospects in your market.

October 2001: Advanced Marketing Techniques: A Financial Advisor's Guide to the Loyalty Ladder

By Duncan McPherson

October 2001: Critical Illness Sales Ideas From Around the World

By Chris MacKay, CLU, CFP

October 2001: Life in the Fast Lane

By David Connell

October 2001: High Speed Internet Service Options Chart

September 2001: Home Base in Cyberspace

By Jim Robinson, RHU, CLU, ChFC, CFP, MSFS

(Full-length Version)

September 2001: Memoirs of a Life Insurance Agent

By John Lee, CLU

September 2001: From Acorns to Oak Trees

By Bruce W. Etherington, CLU, ChFC

(Excerpt from the MDRT Annual Meeting)

Read a collection of classic Back Pages from the late Benjamin N. "Woody" Woodson, CLU

September 2001 : Poor Investment (May 1987)

September 2001: Unshrinkable Asset (September 1989)

September 2001: Optimist's Outlook (Dec. 1989)

August 2001: Secrets of Successful Prospecting

By Pamela Yellen

August 2001: Put a Smile on Your Family's Face

By Gary and Joy Lundberg

July 2001: Take the High Road

By Rick Grosso

June 2001: Advisor Today Fiction: House Call

By Raymond L. Paul, CLU, ChFC

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