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 >
Ted Kurlowicz, JD, LLM, CLU®, ChFC®, CAP® Ted is the Charles E. Drimal Professor of Estate Planning and a Professor of Taxation at The American College.
Tax burdens to help fund Obamacare are now in effect for business owners. Read More >
Francis J. Lojewski, MSFS, ChFC®, CLU®, LUTCF, AEP, is a partner in Atlas Advisory Group, LLC, a member firm of M Financial Group. Frank specializes in tax-favored lifetime income planning, IRA/401k distribution and wealth transfer strategies. Frank.Lojewski@wcinput.com
Inflation, heath care costs and market volatility are just some of the challenges with which retirement planners must contend. Read More >
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