Seven skill sets required by the 21st Century life insurance specialist
Article Abstract:
The authors outline the abilities required for success as a life insurance specialist. Important skill sets include fact-finding, analysis and evaluation of planning strategies, using the underwriting process as mortality management, quantifying and confirming goals, plan implementation, and servicing and reviewing plans.
Publication Name: Estate Planning
Subject: Law
ISSN: 0094-1794
Year: 2000
User Contributions:
Comment about this article or add new information about this topic:
Life (insurance) after estate tax 'repeal' or 'reform'
Article Abstract:
The authors examine possible effects on life insurance following either the reform or the repeal of the US estate tax.
Publication Name: Estate Planning
Subject: Law
ISSN: 0094-1794
Year: 2001
User Contributions:
Comment about this article or add new information about this topic:
COLI, BOLI, TOLI and 'insurable interests'
Article Abstract:
The authors discuss what constitutes an 'insurable interest' under state insurance laws governing life insurance purchased by banks, corporations, and trusts for employees.
Publication Name: Estate Planning
Subject: Law
ISSN: 0094-1794
Year: 2001
User Contributions:
Comment about this article or add new information about this topic:
- Abstracts: The problem with Baker Hughes and Syufy: on the role of entry in merger analysis. Market definition with differentiated products: the Post/Nabisco cereal merger
- Abstracts: Talking back to Billy Pidcoe; cross-examinations help you tell the story of the case. The cross-exam minefield; recognize the traps, then step lightly to avoid them
- Abstracts: In terms of the rest of your life... getting smart and shopping around yields good deals in insurance premiums
- Abstracts: The campaign to repeal the estate tax: What a splendid little war it was! Still debating the prospects of estate tax repeal
- Abstracts: Section 2013 and Estate of Harrison: statutory quirk meets common disaster. Family limited partnerships: the open issues