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Magazine: February 2010 Issue
Cover Story
Forward thinking on advanced markets
A trio of industry heavyweights offer insight on opportunities and threats like the tax treatment of life insurance, exit planning and STOLI while providing great advice on how producers can break into and make an impact in advanced markets....
Features
Life insurance in a qualified plan
State death taxes: The new planning concern
Give the whole (life) story about charitable giving
Help clients make medical decisions based on health, not wealth
Medigap on the comeback
Times are changing
The power of mentoring
The bigger your IMO, the bigger your compliance risk
Technology-enhanced service paves the way to Main Street
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Columns
What's Going On: Be a specialist
If you are considering a jump into advanced markets, you might want to consider the advice of MDRT President Guy Baker, MSFS, CFP, MBA: Become a specialist....
Is this about insurance? - Staff additions to help your practice become a million-dollar firm
My friend, mentor and coach, Doug Carter, says, “Businesses don’t grow, people do.” Your current team might be maxing out their productivity and may not have the capacity to take you any further than last year. ...
The Investment Edge: The new Catch-22
Mamas, don’t let your babies grow up to be politicians. With apologies to Willie Nelson and his great song, whether you are Democrat, Republican or somewhere in between, this would be a tough time to be in Washington. ...
To Your Good Health: Tax-deductible elephants
Many of us have advised a business owner on the purchase of individual disability income insurance only to hear, “That’s great. I am going to pay the premiums from my corporation so I can deduct them.” ...
Better Prospecting: Navigating the sea of annuity marketing methods
If you have an insurance license and have inquired about annuities from any marketing organizations, you have, no doubt, been deluged with annuity marketing methods. ...
Departments
LIS: Now & Then - Feb. 1957 and 2010
Quotes, statistics and a look back at LIS content from February 1957....
Policy Showcase - Feb. 2010
A closer look at new annuity products. ...
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