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Wednesday, January 21, 2009
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Insurance
Creating financial security and reducing risk makes insurance an invaluable financial product. In this section, financial practitioners will learn useful and practical information about life and disability related products. The information in this section is designed to help professionals better understand the details and nuances of their product offerings while enhancing their abilities to better serve their clients.
STOLI and Ethics
Craig Lemoine, the Jarrett Davis Distinguished Professor of Finance speaks with Julie Ragatz, the Assistant Professor of Ethics and Associate Director of the Center for Ethics in Financial Services at The American College about Stranger Originated Life Insurance (STOLI) and the ethical issues associated with it.
Recent Insurance Videos
Tom Virkler, Director of CPS Advanced Markets discusses why there is no need for a loss in a life policy.
Kirk Okumura, Adjunct Professor of Financial Planning at The American College, speaks with correspondent Patricia Cheers about the appeal of working in the financial services industry and his personal experience that led him to the profession.
Jim Ivers III, ChFC®, Professor of Taxation, discusses planning strategies to help reduce the impact of upcoming tax increases.
Tom Virkler, Director of CPS Advanced Markets explains the circumstances for unrealized losses in a life policy.
Jim Ivers III, ChFC®, Professor of Taxation, breaks down the change to the Medicare contribution tax taking place in 2013.
Adjunct Professor of Insurance Tom O'Hare discusses the impact of reform on abortion and illegal immigration.
Professor Jim Ivers discusses the increase in FICA taxes, specifically the hospital insurance tax, taking place in 2013.
Christopher Herrmann, CLU®, discusses how to approach a preferred group of disability insurance prospects.
Tom O'Hare, Adjunct Professor of Insurance at The American College discusses the cost of healthcare reform.
Christopher Herrmann, CLU® discusses the reasons why people’s applications for disability insurance coverage are declined.