May 2, 2005 Edition

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News:
Regulation
 -IRS Issues Guidance On Valuation Of Life Insurance In Qualified Plans The guidance provides a formula for determining fair market value

Product Trends
-Equity Indexed UL Development Picks Up Speed

Retirement Issues
-‘Phased Retirement’ Gets A Boost

Health Insurance
-Study Downplays HSAs’ Effect On Uninsured

Transitions
-MetLife Names Henrikson Next CEO Benmosche will step down next spring

Legislation
-Social Security Account Bill: Each Newborn Gets $1,000

Focus Stories:
Cover Story
-Gaining The Ear Of The Affluent For many life insurance professionals, referrals from other advisors are key

-Capitalizing On The Affluent Opportunity

-Estate Planning For The Large Estate

-New Product Designs For The Affluent Markets

-Focused Seminars Can Grow Your Business The ‘focinar’ is a powerful vehicle for client acquisition

-How Well Are Your Clients Prepared To Transfer Their Wealth?

-Achieving Equality For The Affluent Market With VULs

Features:
Policy Analysis
-Full Disclosure’s Whole Life Report

-About Full Disclosure And Blease Research

Producer
-Eliminate Bad Sales Habits That Cause Compliance Headaches

-BYOP Are advisors practicing what they preach?

Opinion:
-The Capital Transfer Strategy: Math or Magic?

-Big Dippers

 

 

 

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