Index
December 10th, 2015
7
- 770 Accounts
A
- A Story to Demonstrate the Value of Policy Appraisals/Valuations
- AALU Piece: Avoiding 5 Common Mistakes in Life Insurance Planning
- Actuarial Guideline 38 (AG 38) – What Does It Mean?
- AG 49 - What Is It?
- Always Say Never
- An Understandable Life Insurance Analogy
- An Upside with GUL Policies?
- Another Kind of Life Insurance Disaster?
- Are all discounts beneficial? - John Hancock Vitality Program
- Are Life Settlements Back?
B
- Bill Boersma in the Grand Rapids Business Journal
- Bill Boersma in the Wall Street Journal!
- Bill Boersma in the Washington Post!
- Bill Boersma in Trusts & Estates - January 2015
- Bill Boersma in Trusts & Estates - September 2014
- Bill Boersma in Trusts & Estates: Life Insurance and Human Nature
- Bill Boersma in Trusts&Estates - Jan 2011!
- Bill's response to recent WSJ article...
- Blog on Hedging Your Bets by Richard Harris, Trusts & Estates, January 2011
C
- Can you trust what you hear or see?
- Capturing Loss in a Life Policy
- Clarity Regarding Valuation of Life Insurance for Income Tax Purposes… or Not.
- “Client First” Mentality?
- Commission Based vs. Fee Only
- Contract Comprehension
D
- Dealing with Potential Estate Tax Change from a Life Insurance Perspective
- Defined Benefit Life Insurance
- Digging Into the Black Box of Life Insurance
- Don't Be a Jumbo Dumbo
- Don’t Underrate Term Insurance
G
- Giving a Life Insurance Policy to Charity
- Giving Life Insurance to a Charity
- Good Agent + Good Company = Good Policy? Think Again!
H
- Have Your Cake and Eat It Too
- Help Mitigate Life Insurance Fraud
- How Do Professional Group Term Contracts Stack Up
- How Not To Evaluate Life Insurance
I
- If only there was a big Neon Sign ....
- In Your Clients’ Best Interest
- Insurance By The Numbers
- Is Term Insurance a Commodity?
- Is Term Insurance a Commodity?
- Is Working For One Life Insurance Carrier Ethical?
- It’s Tax Time. You Might Want to Read This
K
- KISS
L
- Laws, Sausage and Life Insurance
- Life Insurance and Fidelity Charitable
- Life Insurance at 100
- Life Insurance Crediting Rates… Have we bottomed out?
- Life Insurance for Charity & Nonprofits Part I
- Life Insurance for Charity & Nonprofits Part II
- Life Insurance in Today’s Estate Tax World
- Life Insurance Odds & Ends - Recent Court Actions
- Life Insurance on Children
- Life Insurance on My Wife
- Life Insurance Planning Insights from the 2015 Heckerling Institute
- Life Insurance Premium Optimization
- Life Insurance Pricing… Where is it going?
- Life Insurance Property Management Protocol
- Life Insurance with an Infinite Return?
- Life Settlement Responsibility
M
- Managing Life Insurance Like a Pro
- My Take on a Life Insurance “Scandal”
N
- National Underwriter Feature: Agents becoming more assertive about settlement market
- New Guidance on Private Placement Life Insurance
- Not an Expert on Life Insurance? Call One!
O
- Observations on Fee-Based Life Insurance Consulting
- OC Consulting Group - What's it about?
- Oh, the Humanity...
- "Optimizing" Life Insurance
P
- Personalized Mortality Curve
- Points To Keep In Mind Regarding Life Insurance Based Accumulation Planning
- Policy Owner vs. Insured vs. Beneficiary vs. Payor
- Putting Life Insurance Consulting Fees Into Perspective
R
- Rebalance Power Inequity in Life Insurance Industry
- Recent Ruling Underscores Old Issue
- Regulatory Changes re: Planning with Captives
- Review of Randy Whitelaw’s March 2014 Journal of FSP article
S
- “Salvaging Loss in a Life Insurance Policy” Update
- Second–to–Die Term Insurance
- Securities Based Life Insurance; Opportunity or Inevitable Disaster?
- Skyrocketing Premiums
- Sleight of Hand?
- So, Is It a Good Deal or Not?
- StressTesting a Premium Financing Deal
- Success Story: "Shooting from the Hip" - Hit or Miss
- Success Story: Details of a Life Insurance Fraud Case
- Success Story: Life Settlement Saves the Day
- Success Story: Managing Life Insurance - What does that mean?
- Success Story: Salvaging Loss in a Life Insurance Policy
- Success Story: The Importance of the “Second Opinion”
T
- Taxation of Life Settlements
- The Goodman Triangle
- The Problem with Spreadsheeting and Commoditization
- The Tale of Two Policy Owners
- The True Meaning of the S&P 500 Index
- The Truth Behind Whole Life Premiums
- Thoughts on a NPR All Things Considered piece…
- Thoughts on Guaranteed Life Insurance
- Timing of Premium Payments
- To Pay or Not To Pay
- Truth in Naming
U
- Understanding Backdating...
- Understanding Life Insurance Performance - Part 1
- Understanding Life Insurance Performance - Part 2
- Understanding the Underwriting Process, Part 1
- Understanding the Underwriting Process, Part 2
W
- Wall Street Journal article website question!
- We Have Calculators. Why Not Use them? (part 1)
- We have Calculators....(part 2)
- What Does "Policy Maturity" and Associated Terms Really Mean?
- What Is IRC Section 101(j)?
- What is the Comdex Score?
- What’s Up With Life Settlements?
- When Can a MEC Bite?
- When Math Doesn't Add Up
- Who is Right? The Ongoing Saga of Commissions vs. Fees
- Why Fund a Buy-Sell Agreement?
- Why Paying Attention is Important
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