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The MBA Oath - Holding MBAs to A Higher Standard

Episode 36: 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.

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Episode 79: Professor Craig Lemoine talks about the issues individuals can encounter when they take loans or withdrawals from cash value life insurance policies.

Episode 78: Jon Dressner, Senior Vice President and Chief Creative Officer at the LIFE Foundation talks about participating in Life Insurance Awareness Month.

Episode 77: Professor Ted Kurlowicz talks about the financial resources that are publicly available to special needs families.

Episode 76: Professor Connie Fontaine talks about the “marital deduction” and how it applies to estate tax and gift tax situations.

Episode 75: Paul Karasik, Founder of the Financial Advisor Coaching Institute, discusses having a vision for an organization.

Episode 74: Professor Allen McLellan summarizes the main points financial professionals should keep in mind when processing death claims.

Episode 73: Professor Ted Kurlowicz discusses getting the financial planning process started for a Special Needs Individual.

Episode 72: Professor Allen McLellan discusses what he recommends, and what he cautions against, when handling death benefits.

Episode 71: Professor Craig Lemoine discusses life insurance policy values.

Episode 70: Professor Allen McLellan discusses handing a death claim.