Web Exclusive
Let's review your underwriting checklist
By Bob Pedigo, CLU, FALU, FLMI Davis Life Brokerage
This month, let's recap the thought process that you — the agent or broker — have undertaken while gathering information for the trial application to make sure all areas have been covered.
Editor's Blog
Estate tax remains in limbo
By Brian Anderson
For the first time since 1915, the United States has no estate tax. And a lot of planners and their clients are left to deal with the uncertainty this situation has created.
David Saltzman's Blog
You are cordially not invited
By David A. Saltzman, RHU, DIA
You've no doubt heard the expression, "What if they gave a party and no one came?" Well, our rich uncle in Washington gave a party and didn't invite anyone. The most recent example of this is disgustingly tragic.
Richard Hoe's Blog
Bullish?
By Richard Hoe, ChFC, CLU, AEP
I'm not in the business of advertising Barron's, but have now mentioned the publication in two successive blogs. You could do worse than reading this (Jan. 18) and next Monday's (Jan. 25) editions.
Marketing Tips
The Silent Generation, Baby Boomers and the Web, Part 2: 10 e-mail marketing tips
By Amy Kennel Brokers International, Ltd.
What is the most popular online activity for Internet users ages 64 and older? According to the Pew Internet & American Life Project, the answer is: e-mail.
Person of the Week
Atkins tabbed as successor to retiring Lenaburg at Legal & General America
Jimmy Atkins has been named successor to Dave Lenaburg at Rockville, Md.-based Legal & General America, Inc.
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Product of the Week
North American Company introduces new Survivorship Life Insurance product
North American Company, Chicago, has added a survivor product to complete its life insurance portfolio. Survivorship GIUL is an indexed universal life insurance product designed to help clients plan for future generations.
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