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Why Be Ethical?

Julie A. Ragatz

The financial services industry poses unique challenges for practitioners because of its...

Gregory E. Schwabe

With the federal estate tax exclusion at $5 million through 2012, a vast number of estates will not incur federal tax.

C. Scott Blundo

By concentrating on wealth transfer needs, agents can educate clients on the following topics ...

Peter L. McCarthy

TRA 2010 temporarily increased both the lifetime gift tax exemption and the generation skipping transfer...

Robert Goldstone, MD

Underwriting requirements are a necessary part of an insurance application even if they are sometimes inconvenient or trying for broker...

Janet LeTourneau

With thousands of workers returning from active military duty, it’s a great time to review federal law regarding the treatment of benefits for employees who...

Ronald R. Hagelman, Jr.

Simply using a name can invoke the imagery and emotions associated with the name. There are immutable universal concepts in the world.

Established 1980

From our first cover in 1980, to our most recent issue, Broker World's covers have been original artwork created to capture the essence of the current issue's focus topic.

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Why Be Ethical?

Solutions For Settling Small Estates

Wealth Transfer Issues For Middle Income Clients

Passing On Family Wealth Without Making Gifts

The Vanishing Requirements

USERRA... Protecting Employees Who Protect Our Country

It's A Rose

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