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May 2013 Issue


FOCUS

What's Relevant For Today's Transition Boomer?

Katie Libbe

Important topics to consider during retirement discussions with your clients.

Partnering For LTCI Success

Bill Dyess

If you can establish your credibility in a relationship with a financial planner, you can basically gain the ability to write......

The Real Story Behind LTCI Rate Increases

Scott D. Boyd

Today LTCI policies are much safer for the consumer and past experience is not an...


The Most Powerful Estate Planning Word For 2013

David Szeremet

There is simply too much change on the horizon for static estate planning to succeed.

The Continuing Relevance of Single Life Spousal Access Trusts

Brett W. Berg

A solution for married couples who may have a potential federal estate tax problem and are hesitant to relinquish control of their assets by gifting.

Web Exclusive Content

Connecting With Clients Through Personal Experience

Nancy Christie

For Karen Stiles, the path from stay-at-home mother to successful insurance professional with her own agency has...

Ulcers

Fred Wernette

This article was originally written in August of 1973. While I have agreed to update each article of this series, I thought...

Get More Done In 12 Weeks Than Most Do In 12 Months

Brian Moran

In an effort to improve, most companies and individuals will search for new ideas and strategies.

Broker Words

Broker Words

Sharon A. Chace

How many couples do you know who have been married more than 50 years?

General Interest

American Taxpayer Relief Act Boosts Life Insurance

Peter  McCarthy

ATRA opens up new opportunities for high-income and high-net-worth individuals to use life isnruance.

Monthly Update

Success Begins And Ends With Building Relationships

Alyse Blumberg, Walt Bogdan and Don Boozer

Life BGA Panel

Monthly Commentary

Mild Cognitive Impairment

Robert Goldstone

There’s not one of us who hasn’t feared that we are accelerating in the process of mental aging when we forget where...

Relaxing Plan Changes For Exchanges

Janet LeTourneau

The Affordable Care Act (ACA) has had to take a detour for flexible benefit plans. Without a little tweaking of the change...

Our Economic Life Begins And Ends With Cash Flow

W. Harold Petersen

Early human society was made up of hunters and gatherers. Mankind had no knowledge of or concern for cash and cash flow.

Senior Decision Making And Cognitive Impairment

Jack Marrion

Many studies have found that a non-mentally impaired 75- or 85-year-old can make financial decisions that are just as...

Hubris

Ronald R Hagelman, Jr.

Even I can’t believe I am going to write this column. But there is nothing I can do but wade right into what has become...

News Releases

National LTC Network

National LTC Network

The National LTC Network is underwriting a new project as a gift to the industry and the planning public. The “Makes a Difference” campaign was started in February 2013 as a......