Sharpen Your Skills
Jon is Senior Vice President/Chief Creative Officer for the LIFE Foundation. He has served as a member of the LIFE staff since June 2003. jdressner@lifehappens. org
Read a real-life example of the enormous difference insurance can make. Read More >
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 >
Rosemary is an author, columnist and an international business coach for financial advisors. She spent her career working at leading investment firms before pursuing her passion for coaching. She lives in Victoria, BC. Visit her website at www.rosemarysmyth.com.
It’s still early in 2014 and now is a perfect time to consider what you can do to add value to your client experience. Chances are your competition is currently prospecting your top clients, so you can be sure that a few of them are wondering what value they’re getting from retaining you as their financial advisor. Read More >
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