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 >
Michael is the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Md. email@example.com
Explore the benefits of intrafamily mortgage loans for your clients. Read More >
Kenneth Polcari is director of NYSE Floor Operations for O’Neil Securities, Inc. He is also a regularly featured market commentator on CNBC’s Power Lunch with Sue Herera and Tyler Mathisen and Taking Stock with Pimm Fox, among others. Kenneth.Polcari@wcinput
What are investors’ greatest concerns for the 2014 market? Read More >
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