2002 Advisor Today Web Exclusive Articles
May 2002
Funding
Your Client's Estate Plan
(Expert to Expert)
By: Yves Meheut, FLMI, CLU, ChFC
IRAs, deferred annuities, municipal bonds and highly appreciated assets may help address some of your client's cash flow issues.
The
LTC Wake-Up Call
(Health Insurance)
By Stephen A. Moses
Three-quarters of Baby Boomers falsely believe that they are prepared for retirement. It is your job to help them get serious about retirement planning, and an important part of that is LTC insurance.
Hardiness
Training
(Sales Solutions)
By Michael H. Kahn, Ph.D.
Stress can undo the most consummate professional. Pacing yourself to deal with stress is a key component to ongoing success. Get tips to help you keep stress at bay.
A
Matter of Trust
(Working Knowledge)
By Richard A. Dulisse, CLU, MSFS, LUTCF
CRTs provide an ideal mechanism for transferring highly appreciated assets in an estate. Part two of this article covers charitable contribution deductions, taxation of trust distributions and wealth replacement trusts.
Martha
Stewart, CFP?
(Media Watch)
By David Connell
Martha Stewart is not just about gardening, cooking and planning the perfect wedding. She is also giving advice on saving for a home and buying insurance. Find out if that's a good thing.
Staying
the Course
(Advisor in the Spotlight)
By Lucretia DiSanto Jones
MDRT member R.J. Kelly discusses shifting from selling personal insurance to business products. Kelly has made the transition and knows the rewards and pitfalls of conquering new markets.
Expertise
at Work
(Short Takes)
By Leonard Cavallaro
In an excerpt from Advisor Today's 300 Best Sales Ideas, Cavallaro discusses the importance of knowing the ins and outs of disability policies.
Education
Savings Made Easier
By Kirk Okumura
Did you know that a 529 plan allows clients to contribute up to five times the annual gift exclusion without incurring a gift tax? As a complement to "Legacy Planning With College Savings Plans" on page 26, read up on 529 plans.
Seven Steps to Better Cyber-Marketing
By Lynn Vincent
Your website can be a powerful marketing tool-if you know how to leverage its power correctly. Take a quick "refresher course" on cyber-marketing to see if your efforts are on track.
April 2002
The
City Agent and The Country Agent
(Website Exclusive)
By Chuck Jones
In the second half of this feature on country agents and city agents, we profile E. Dennis Zahrbock, CLU, ChFC, CFP, an independent agent working in the Minneapolis/St. Paul metro area.
Changing
Your Business Model
(Broker Dealing)
By W. Thomas Cross, CLU, ChFC
Get tips from a top broker-dealer on how to make the move from collecting commissions to charging fees, including getting registered, assessing goals and operations and finally, making the transition.
Finding the Info: Small-Business
Sites that Really Work
(BizTech)
By David Connell
With millions of websites claiming to provide information for small-business owners, finding good advice on the Internet can be daunting. Advisortoday.com does the groundwork in the first of a two-part series on websites for small-business owners.
And
the Oscar Goes to …
(Media Watch)
By David Connell
The insurance industry has figured prominently in Oscar-nominated films over the years, and "Media Watch" has the winners! We'll also tell you what Sex and the City has to do with financial planning and examine ABC News' look at malpractice insurance.
Becoming
a Go-To Advisor
(Advisor in the Spotlight)
By Lucretia DiSanto Jones
An MDRT member since 1983, Philip Harriman, CLU, ChFC, discusses with advisortoday.com how he used a chance meeting with an attorney to develop a new kind of business--helping attorneys and accountants advise clients on the purchase of life insurance and other products.
The
Bull Market Returns
(Short Takes)
In this classic excerpt from the April 1931 edition of Life Association News ( now Advisor Today), we learn that the more things change, the more they stay the same. In difficult times--even during the height of the depression--life insurance remained a dependable financial-planning tool.
Depressing
Releases
(Growing Success)
By Kevin Sheridan
As an addendum to this month's "Growing Success," we offer this column from Advisor Today Publisher and Executive Editor Kevin Sheridan on ways to avoid common press release pitfalls--something Sheridan is no stranger to.
Secrets
of Success
(Back Page)
Purchase How I Raised Myself from Failure to Success in Selling, the book that former NAIFA President Tom Wolff, CLU, ChFC, says taught him "the secrets of success that were to save my career."
Effect
of Announcement 2002-08 on Split Dollar
(Feature Article)
By Philip J. Straub
Check out the uncut version of one of this month's featured articles. It offers suggestions for treating split-dollar plans after IRS Notice 2002-08, including ideas for dealing with reverse split-dollar plans.
March 2002
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
(Webstie Exclusive)
By Lucretia DiSanto Jones
No
Cash Value and Worth Every Penny
(Short Takes--Website Exclusive)
By David V. McCulloch, CLU, ChFC
February 2002
Life Stories: Rookie's Regret
By Chuck Jones
People learn from their mistakes, but sometimes the lesson comes
at too high a price.
One Minute Motivation: How to Set Goals that Really Work
By Richard G. Zalack
Are you setting goals that lead to success or frustration?
Growing Success: Speak Up!
By: Rob Sherman
Avoid the 10 deadly sins that will ruin your presentations.
Web Exclusive: Teamwork, Cyber-style
By Lucretia DiSanto Jones
Virtually connected advisors have an excellent opportunity to gain additional business.
PDF Download: Risky Business Assessment Test
Web Exclusive: How to Capitalize on the Trust Opportunity (Part III)
Lauterbach's presentation at the 2001 NAIFA convention highlighted the players, processes and advantages of setting up a trust for your clients.
By Jeffrey R. Lauterbach
Short Takes — Web Exclusive: On Your Own Terms
By William Barnes
All insurance is term.
Buying Power: Hyper-link Index
Quick access to all the websites mentioned in Kip Gregory's latest BizTeck column
January 2002
Working Knowledge: How Much Life Insurance is Enough?
There are two common methods for calculating the answer.
By Richard A. Dulisse, CLU, MSFS, LUTCF
Web Exclusive:
GAMA
Lamp 2002 Preview
The multiline sessions are sure to teach, inspire and motivate.
By Lucretia DiSanto Jones
Web Exclusive:
How
to Capitalize on the Trust Opportunity (Part II)
Lauterbach's presentation at the 2001 NAIFA convention highlighted the players, processes and advantages of setting up a trust for your clients.
By Jeffrey R. Lauterbach
|
Short Takes — Web Exclusive: A Little Praise Goes a Long Way
By Bob Nelson
Full-Length Version:
Taking
One Day at a Time
Relationships are the most important element in business today.
By Lucretia DiSanto Jones
Web Exclusive: Nine Ways to Make Your Clients Fall in Love with You
By Katherine Vessenes, CFP, JD
Vessenes' PowerPoint presentation from the 2001 NAIFA Convention and Career Conference outlines what clients are looking for in an advisor and how you can build a trusting client-advisor relationship. It also includes a sample presentation used to show clients the value of professional financial advice. For more information on this presentation, visit Vestment Consulting at www.vestment.net.
Click here for 2001 Web Exclusive Articles
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