What if it doesn't pass the `smell' test?

Sullivan, J. Craig
August 1998
National Underwriter / Life & Health Financial Services;8/3/98, Vol. 102 Issue 31, p14
Focuses on the roles and responsibilities of the financial services professional when faced with advanced marketing concepts that may be outside the mainstream. Defeat of the plan on legal merits as the most professional and effective approach for taking on a competitor; Strategy in fighting the well-informed and substantive opponent of Charitable Split Dollar.


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