Episode 54: Assistant Professor of Financial Planning Craig Lemoine speaks with Glenn Meyer, founder of the GDM Advisory Group about the role that effective communication can play in an advisor’s success.

David Woods, the former President of the LIFE Foundation and former CEO of NAIFA reflects on how an insightful speech delivered at a recent high school graduation correlates to the financial services industry and the professionals that embody it.

Phillip Cannella, President and CEO of the First Senior Financial Group speaks to correspondent Rich Scottoline about his “crash-proof retirement system” and his strategies to prevent drowning in a financial sea of risk.

Episode 52: Correspondent Richard Scottoline speaks with Philip Cubeta, Assistant Professor Philanthropy and holder of the Sallie B. and William B. Wallace Chair in Philanthropy about the motivating factors behind charitable giving and how to integrate philanthropy into an organization.

Correspondent Patricia Cheers speaks with Mary Quist-Newins, Assistant Professor of Women’s Studies and the leader of a new study from The American College about the gender pay gap in financial services as well as the importance of mentoring to enhance retention.

To learn more about the producer study, click here.

Episode 53: Professor Kirk Okumura speaks with correspondent Patricia Cheers about the resources available for new agents and advisors in the financial services industry to help jumpstart their success.

Episode 51: Craig Lemoine, Assistant Professor of Financial Planning at The American College, speaks to Glenn Meyer, founder of the GDM Advisory Group about the value of technology in increasing an organization’s efficiency.

Assistant Professor of Financial Planning Craig Lemoine speaks to Glenn Meyer, founder of the GDM Advisory Group, about value-based service, thriving through economic volatility and utilizing a team of professionals to increase service.

Episode 50: Ted Kurlowicz, Professor of Taxation and the Charles E. Drimal Professorship in Estate Planning speaks with correspondent Liz Lavin about the likelihood of an estate generating income after the owner’s death and offers his advice for individuals to make sure they do not incur estate debt.

Glenn Stevick, Assistant Professor of Insurance, speaks with correspondent Sheila Houser about the role of lobbying during the Securities and Exchange Commission (SEC) review of broker-dealers and investment advisors and the potential effects regulatory reform will have on consumers and advisors.

Episode 49: Ted Kurlowicz, Professor of Taxation and the Charles E. Drimal Professorship in Estate Planning speaks with correspondent Liz Lavin about who takes on the ownership of an estate’s debt when the estate owner passes.

Ted Kurlowicz, Professor of Taxation and the Charles E. Drimal Professorship in Estate Planning speaks with correspondent Liz Lavin about the details of Michael Jackson’s will and if a properly planned estate can be challenged in court.

Episode 48: Professor of Taxation Jim Ivers speaks with correspondent Bill Cassidy about upcoming changes to the medical expense deduction "floor" and how it will affect both individual and married taxpayers.

In the final segment of their discussion of Internal Revenue Code section 1035, Thomas Virkler, Director of CPS Advanced Markets, and correspondent Rich Scottoline discuss term policies in a 1035 exchange.

To view Rich and Tom’s previous segment, click here or catch up with their entire discussion by visiting the Retirement & Estate Planning section.

Episode 47: Assistant Professor of Ethics Julie Ragatz speaks with Peter Escher, leader of the MBA Oath Movement and co-author of The MBA Oath: Setting a Higher Standard for Business Leaders about a common objection to the MBA Oath.

Julie Ragatz, Assistant Professor of Ethics at The American College, speaks with Peter Escher, co-author of The MBA Oath: Setting a Higher Standard for Business Leaders and leader of the MBA Oath movement about unifying all MBAs with this professional pledge.

To learn more about the MBA Oath Movement, visit http://MBAOath.org

Phillip Cannella, the President and CEO of First Senior Financial Group, discusses how he has stayed successful through the recent economic volatility.

Kevin Lynch, CLU^®, ChFC^®, CFP^®, RHU^®, REBC^®, CAP^®, CASL^®, LUTCF, Assistant Professor of Insurance, speaks with correspondent Bill Cassidy about the impact of healthcare reform and increased taxes on the nation’s ability to save. Also discussed is whether individuals have a good idea of how much income they will need in retirement.

Assistant Professor of Financial Planning Craig Lemoine speaks with correspondent Bill Cassidy about the importance of asset allocation in protecting a portfolio from the unpredictable changes to the stock market.

Walt Woerheide, PhD, the Professor of Investments, Vice President of Academic Affairs, Dean and Frank M. Engle Distinguished Chair in Economic Security Research at The American College, speaks with the leaders of the Financial Planning Association (FPA), Marvin Tuttle, CEO, and Thomas Potts, President. Marv and Tom discuss their Continuing Education initiatives and their goal to help solve the problem of “weekend designations.”

Glenn Stevick, Assistant Professor of Insurance at The American College, speaks with correspondent Sheila Houser about the issue of regulatory reform and the potential outcome should the Senate approve the proposed bill.

Ron Duska, Professor of Ethics and the Charles Lamont Post Chair of Ethics and the Professions at The American College speaks with correspondent Sheila Houser about the basic responsibilities of a financial services professional.

Thomas Virkler, Director of CPS Advanced Markets, speaks with correspondent Rich Scottoline about the benefits of a 1035 exchange and whether or not this section of the Internal Revenue Code receives enough attention.

Assistant Professor of Management Gerry Herbison speaks with correspondent Rich Scottoline about the three primary learning styles of students and whether or not an instructor should tailor his or her teaching to accommodate the preferred method.

Ted Kurlowicz, Professor of Taxation and the Charles E. Drimal Professorship in Estate Planning at The American College speaks with correspondent Liz Lavin about how to determine the intended last will and testament among multiple wills, as well at what makes the document legally binding.

Mary Quist-Newins, the Assistant Professor of Women’s Studies and the State Farm Chair in Women & Financial Services, speaks with correspondent Patricia Cheers about new research conducted by The American College that examines recruitment and retention in the financial services industry.

Professor Mary Quist-Newins speaks with Cindy Hounsell, President of the Women’s Institute for a Secure Retirement (WISER) about the community outreach efforts provided by WISER in partnership with outside organizations and how financial advisors can get involved.

To learn more about the resources provided by WISER and how you can get involved, visit www.wiserwomen.org.

Ronald Duska, Professor of Ethics and the Charles Lamont Post Chair of Ethics and the Professions at The American College speaks with correspondent Sheila Houser to give an overview of the fiduciary standard and answer the question of whether a defined fiduciary standard will prevent unethical behavior.

Julie Ragatz, Assistant Professor of Ethics and the Associate Director of the Center for Ethics in Financial Services at The American College speaks with correspondent Patricia Cheers about whether an organization is obligated to provide their products and services in multiple languages.

Assistant Professor of Management Gerry Herbison speaks with correspondent Rich Scottoline about how to create an effective PowerPoint presentation and the best training methods for students.

Kevin Lynch, CLU^®, ChFC^®, CFP^®, RHU^®, REBC^®, CAP^®, CASL^®, LUTCF, Assistant Professor of Insurance, speaks with correspondent Bill Cassidy about the differences of opinion among experts concerning the nation’s savings rate and what, exactly, is calculated in the reported rate.

Connie Fontaine, the Associate Professor of Insurance and the Larry R. Pike Chair in Insurance and Investments at The American College continues her discussion with correspondent Bill Cassidy about contributing factors to our nation’s lack of estate planning and if it’s possible to plan for immediate and future needs at the same time.

Ted Kurlowicz, Professor of Taxation and the Charles E. Drimal Professorship in Estate Planning at The American College speaks with correspondent Liz Lavin about the issues surrounding the late Gary Coleman’s estate.

Connie Fontaine, Associate Professor of Taxation and the Larry R. Pike Chair in Insurance and Investments speaks with correspondent Bill Cassidy about whether or not people are currently making estate planning a priority.

Cindy Hounsell, President of the Women’s Institute for a Secure Retirement (WISER) speaks with Professor Mary Quist-Newins about why women can lack assurance in their investing decisions and how advisors can tailor their advising to increase that confidence.

Julie Ragatz, the Assistant Professor of Ethics and the Associate Director of the Center for Ethics in Financial Services, speaks with Peter Escher, leader of the MBA Oath movement and co-author of The MBA Oath: Setting a Higher Standard for Business Leaders about the origins of the oath and how it fits in with other professional pledges.

Correspondent Rich Scottoline speaks with Thomas Virkler, Director of CPS Advanced Markets about life policies, consumers viewing life insurance as a retirement tool and circumstances surrounding 1035 exchanges.

Professor Kirk Okumura discusses the appeal of working in the financial services industry.

Correspondent Sheila Houser speaks with Ed Graves, Associate Professor of Insurance and the Charles J. Zimmerman Chair in Life Insurance Education at The American College about employer-provided life insurance and whether or not it provides the average worker enough coverage.

Correspondent Patricia Cheers speaks with Assistant Professor of Taxation Christopher Woehrle about how to run a successful endowment campaign.

Jim Ivers III, ChFC^®, Professor of Taxation, speaks with correspondent Bill Cassidy about the upcoming tax changes due to healthcare reform and strategies to help reduce their impact.