Archive
This Month's Videos
- I Never Wanted To Do Anything Else
- The Right Motivation to Offer Life Insurance
- Retirement Planning for Women
- The Importance of Mentoring - Part Two
- Gift Splitting and Estate Planning for Couples
- Applying the Right Marketing Techniques
- Loans & Withdrawals from Cash Value Life Insurance Policies
- September is Life Insurance Awareness Month
- Public Resources Available to Special Needs Families
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Will a Defined Fiduciary Standard Prevent Unethical Behavior?
Episode 40: 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.
Recent Videos
Episode 83: David Woods, former president of the LIFE Foundation and former CEO of NAIFA, discusses the right motivation to sell life insurance.
Episode 82: Dave Littell of the New York Life Center for Retirement Income discusses the circumstances that women face as they plan for retirement
Episode 81: Professor Connie Fontaine talks about gift splitting and other estate planning strategies for both married and unmarried couples.
Episode 80: Paul Karasik, Founder of the Financial Advisor Coaching Institute, discusses enhancing business performance by applying the appropriate marketing techniques.
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.