March 2002 Advisor Today Articles Online
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Cover Story: Investing in an Unpredictable Market
Getting back to the basics, constant communication and clearly articulated goals are more essential than ever.
By Janet C. Arrowood
LSOL: The
Price and the Purpose
Personal experiences teach us the value of our work.
By Stephen T. Gerdel
ViewPoint: Shooter's Advice
Many years ago, to improve my productivity, I hired the late Dick Shooter as a consultant. At our first meeting Dick asked me to hand him my calendar. You can imagine how proud I was when he noticed that I had scheduled most of my working hours with appointments. He then asked, "What do you do on weekends?"
Arthur D. Kraus, CLU, ChFC, NAIFA CEO
E2E: Tax-Free Insurance with 419 DBO Plans
Participants gain death benefit protection and current tax deductions.
By Richard A. Pope
Your
Client's Risk Tolerance
(Making the Transition)
By Donald Ray Haas, CLU, ChFC, CFP, MSFS
Interesting
Aberrations in the 2001 Tax Bill
(Laws & Estates)
By Jeff Scroggin
Help
Wanted
(Starting Out)
Interviews by Maggie Leyes
Better Hands: Allstate
Campaign Takes Aim at Financial Services
(Media Watch Website Exclusive)
By David Connell
Innovative
Executive Retirement Plans
(Website Exclusive)
By Lucretia DiSanto Jones
No
Cash Value and Worth Every Penny
(Short Takes Website Exclusive)
By David V. McCulloch, CLU, ChFC
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