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By Warren S. Hersch |
January 21, 2013
NUL Senior Editor Warren S. Hersch recently chatted with Doug French, a managing principal of the insurance services practice at New York-based Ernst & Young. The interview explored, among issues, prospects for advanced markets sales in 2013, the evolution of agent compensation and challenges that advisors will face in the...
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By Warren S. Hersch |
September 1, 2012
Consider this dichotomy: While the distribution of life insurance products has shifted from a once largely career/captive agent workforce to independent life insurance professionals, today’s producers depend more than ever for their success on an ability to (1) work collaboratively with other advisors possessing complementary skills; and (2) tap into...
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By Warren S. Hersch |
May 2, 2012
Four years ago, Glenn Neasham met with Fran Schuber and her long-time companion to close the sale of a fixed indexed annuity that would assure the 83-year-old senior of a guaranteed income for the remainder of her retirement years. Except for Schuber’s designation of the annuity’s contingent beneficiary, Neasham viewed...
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By Warren S. Hersch |
April 23, 2012
The conviction of California insurance agent Glenn Neasham of felony theft after selling an annuity to an 83-year-old senior suffering from dementia could herald greater due diligence for producers.