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American College On The Air

The Leader in Financial Services Education.

Episode 010
2008-02-16
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Host: Larry Barton, Ph.D., President and CEO of The American College

In this program, Dr. Barton speaks with some of the nation’s leading thought leaders about issues related to professional ethics and philanthropy.

Ethics Awareness Month: In our first segment, listeners will learn more about Ethics Awareness Month and actions professional advisors can take to increase awareness of the importance of ethical practices within their organizations. Guests include:
Ronald F. Duska, Ph.D., Director of The American College Center for Ethics in Financial Services, the Charles Lamont Post Chair of Ethics and the Professions and Professor of Ethics at The American College.
James A. Mitchell, CLU®, ChFC®, Retired CEO and Chairman of the Board at the IDS Life Insurance Company and Chairman of the Advisory Board for The American College Center for Ethics in Financial Services.
Charitable Giving at the Financial Planning Team: In our second and third segments, listeners will hear from a philanthropist, a non-profit executive and an American College faculty member about charitable giving and how it has become an essential component of financial planning discussions. Guests include:
Heather Gee, CAP , Vice President for Development and Donor Relations at The Philadelphia Foundation.
William B. Wallace, CLU®, ChFC®, Retired Chairman of Phoenix Home Life
Richard Fox, JD, LLM, the Sallie B. and William B. Wallace Chair in Philanthropy and Visiting Associate Professor of Philanthropy at The American College.
Episode 009
2007-04-02
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Prospecting Guest: David Cohen, CLU, ChFC, LUTCF, and Adjunct Professor of Insurance and Practice Management at The American College IRAs and the Pension Protection Act Guest: Ted Kurlowicz, JD, CLU, ChFC, AEP, the Charles E. Drimal Professor of Estate Planning and Professor of Taxation at The American College Long-Term Care Insurance Guest: Nancy Morith, CLU, Adjunct Professor at The American College and President of N.P. Morith, Inc.
Episode 008
2007-03-19
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Show 8: Insuring the Uninsurable Guest: Dick Riker, CLU, Director of Medical Underwriting for Innovative Underwriters Insuring the Uninsurable Guest: Tom O'Hare, Adjunct Professor of Insurance at The American College.
Episode 007
2007-03-12
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Recent Trends in the Life Insurance Industry Guest: Glenn Stevick, Jr., CLU, ChFC, LUTCF and Assistant Professor of Insurance at The American College The Economics of Separation and Divorce Guest: Helen Modly, CRP, ChFC, and Executive Vice President of Focus Wealth Management
Episode 006
2007-03-05
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Charitable Lead Trusts Guest: Cynthia Crino, CLU, Associate Vice President of Operations and Advanced Markets with John Hancock Financial Services Guest: Richard Fox, the Sallie B. and William B. Wallace Chair in Philanthropy at The American College
Episode 005
2007-02-26
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Episode 004
2007-02-12
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Host: Larry Barton, Ph.D., President and CEO of The American College

In this week's program, Dr. Barton and his guests talk about business succession and charitable giving issues.

How Do You Assign A Value to a Business?: Charles S. DiLullo, CPA, CLU, ChFC, the Jarrett L. Davis Distinguished Professor in Finance and Accounting
and Associate Professor of Accounting at The American College talks with Dr. Barton about business values and the challenges in determining what a business is truly worth.

Buy-Sell Agreements: L. Wesley Boord, CLU, ChFC, President of the Comprehensive Planning Group talks with Dr. Barton about life insurance and how buy-sell agreements smooth the business succession process.

SPECIAL TWO-PART SEGMENT Philanthropy and Charitable Giving. Two guests talk with Dr. Barton about high net worth individuals and the benefits of creating a lasting legacy. They are:

    H. King McGlaughon, Senior Vice President, the Wachovia Bank Management Group, and

    Theodore T. Kurlowicz, JD, LLM, CLU, ChFC, AEP, the Charles E. Drimal Professorship in Estate Planning, and Professor of Taxation at The American College.

Episode 003
2007-01-19
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Host: Larry Barton, Ph.D., President and CEO of The American College

In this program, Dr. Barton speaks with our guests about insurance, investments and taxes.

The Gift-Tax Tax Gift: Professor Connie Fontaine, JD, LLM, CLU, ChFC, the Larry R. Pike Chair in Insurance and Investments and Associate Professor of Taxation at The American College shares her thoughts with Dr. Barton on the gift tax.

Why Whole Life Makes Sense Despite What Suze Orman Says: In this provocative segment, John Woleben, CLU, ChFC, and Insurance Planner with Friedman Associates dispels some of popular misconceptions surrounding the value of whole life insurance.

Managing a Retiree's Portfolio: Walt Woerheide, Ph.D., CFP, Vice President of Academic Affairs, Dean and Professor of Investments talks with Dr. Barton about moving from the accumulation phase to the distribution phase of retirement planning.

Episode 002
2007-01-15
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Host: Larry Barton, Ph.D., President and CEO of The American College

In our second program, Dr. Barton talks about issues and legislation affecting financial advisors today.

Pension Protection Act of 2006: David A. Littell, JD, the Joseph E. Boettner Research Chair and Professor of Taxation at The American College talks about the recent federal legislation and what it means for financial advisors.

Financial Planning for Special Needs Families: Dr. Barton talks with Jerry Hulick, CLU, ChFC, General Agent Emeritus, and Special Care Planner with The Washington Group/MassMutual Life Insurance Company about the critical elements of planning financially for family members with special needs.

Retention and Productivity: Richard A. Dulisse. LUTCF, CLU, ChFC, RHU, REBC, CFP, CASL and Assistant Professor of Financial Planning at The American College joins Dr. Barton for a lively discussion about the retention issues confronting financial services companies and the possible solutions that could significantly improve company productivity and profitability.
Episode 001
2007-01-08
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Host: Larry Barton, Ph.D., President and CEO of The American College

The American College, the nation's leading educator of financial services professionals, kicks off its new ProducersWEB audio series with a dynamic series of four guests.

Ethical Issues and Financial Advisors: In this segment, listeners will hear from Ronald F. Duska, Ph.D., Director of The American College Center for Ethics in Financial Services, the Charles Lamont Post Chair of Ethics and the Professions and Professor of Ethics at The American College.

Serving the Senior Market:Alyse N. Blumberg, CLU, ChFC, CASL and President of Blumberg Financial Services, LLC, shares her thoughts about the rewards and challenges that come from working with mature clients.

Disability Insurance:W. Harold Petersen, RHU, President of Petersen International Underwriters talks with Dr. Barton about the importance of disability insurance and its role in protecting the financial security of working people.

Exchange Traded Funds and Mutual Funds:Don A. Taylor, Ph.D., CFP, Associate Professor of Finance at The American College talks with Dr. Barton about the advantages and limitations of ETFs.
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