David Szeremet, JD, CLU®, ChFC®, is second vice president of advanced marketing at Ohio National Financial Services. He is responsible for the advanced sales team that provides estate planning, executive benefits, business insurance and life insurance planning. David.Szeremet@wcinput.com
Pete Whipple is senior vice president and chief corporate actuary at Ohio National Financial Services. Pete is responsible for the actuarial portion of statutory and GAAP financial reporting at the company. Pete.Whipple@wcinput.com
Actuarial Guideline 38 (AG 38) goes far beyond actuarial minutiae. It is a trending issue that impacts the life insurance industry from both product and advanced planning perspectives. Read More >
Richard Baier, JD, CLU®, ChFC®, AEP®, CFP®, CAP®, is corporate vice president in case development with The Nautilus Group®, a service of New York Life. He joined the company in 2010 as a case consultant in the business and estate unit. Richard is an attorney with more than 37 years of financial, estate, business, charitable and benefits planning experience. Richard.Baier@wcinput.com
Every business owner has problems to solve. What most business owners do not realize, however, is that cash value life insurance can be one of their better problem-solving tools. Read More >
Morris A. “Moe” Silverman, CLU® began his insurance career with then American United Life in 1959 and is still an active agent. OneAmerica (AUL) recently honored Moe with the company’s first Lifetime Achievement Award, adding to the recognition he has received over his many years of service and leadership in the industry. Moe.Silverman@wcinput.com
Selling a life insurance policy today can safeguard generations down the line. Read More >
© Copyright 2015, The American College Board of Trustees.
The American College does not necessarily agree with all content provided and opinions expressed by a third party and assumes no liability for and exercises no control over the content. Further, The American College is not liable for any action or inaction with respect to any such content and/or opinions accessible through this site. The user agrees by use of this Wealth Channel site not to publish, transmit, display, disseminate any material or distribute the content in any manner that constitutes an infringement of intellectual property rights, including but not limited to copyrights without the express written consent of The American College.