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2016
Winning in Bank Insurance.
Whitepaper, 2016
2011
The
Long and Short of Annuities.
ABA Banking Journal, September 2011
2008
Facts
of Life.
Best's Review, December 2008
The
Insurance Advantage.
Independent Banker, October 2008, pp. 41-42, 44, 45.
Community Banks Earn $500m in'07 Production.
Bank Investment Consultant, June 2008, pp. 9, 11.
Top
100 Property Casualty Independent Agencies.
Insurance Journal, April 21, 2008, pp.N16-N19.
Banking
on Insurance & Annuities.
Best's Review, January 2008, pp. 86-88.
2007
Why
Ohio Community Banks Should Be Selling Insurance and Investments.
The Ohio Community Banker, December 2007, pp. 45-47.
2006
Bank
Holding Company Insurance
Brokerage Fee Income Grows at Record Pace.
American Banker, September 8, 2006
2005
Insurance
Brokerage Fee Income Among Pennsylvania's Bank Holding Companies.
paBanker, V.7.4, July/August 2005, pp. 24-26.
Softening
Insurance Market Brings Extra Challenges. Network News,
Spring 2005, p. 14.
2004
Plan of
Action. Independent Banker, V.54, N.8, August 2004, pp.
77-80.
Bank
Insurance Fee Income Off Slightly Through Third Quarter 2003. National Underwriter,
V.108, N.6, February 16, 2004, pp. 36, 38.
Number
of Bank Holding Company Insurance Underwriters Rose In 2002. National Underwriter,
V.108, N.2, January 12/19, 2004, pp. 30-31.
2003
Banks'
1Q Investment Earnings Fell As Insurance Fee Income Rose. National Underwriter,
V.107, N.36, September 8, 2003, pp. 24, 26.
Study
In Contrasts. Independent Banker, V.53, N.8, August 2003, pp.
115-116.
Report Shows 3% Of Banks Involved In Underwriting In First Quarter. National Underwriter,
V.107, N.30, July 28, 2003, pp. 36-37.
Banks
Achieve a Record Amount of Insurance Fee Income in 2002. National Underwriter,
V.107, N.19, May 12, 2003, pp. 30,32.
Bank
Insurance Fee Income Rose Substantially In First Half of 2002. National Underwriter,
V.107, N.1, January 6, 2003, p. 20.
Bank
Insurance Fee Income Up But Investment Business Ebbs. American
Banker, January 3, 2003.
2002
The Facts Are
In.... Independent Banker,
V.52, N.10, October 2002,
pp. 89-91.
Banks
Made Almost $3 Billion on Insurance in 2001. National Underwriter,
V.106, N.41, October 14, 2002,
pp. 8-11.
Insurance
Fee Income Performance Among Pennsylvania Banks. pa Banker,
V.4.7, October 2002,
pp. 16-17.
Small
Bank, Big Money. Independent Banker,
V.52, N.8, August 2002,
pp. 97-100.
Fattening the Coffers: Using LBEs to cross sell annuity sales programs to encourage deposit
growth. Independent Banker,
V.52, N.3, March 2002,
pp. 98, 100 and 102.
RFP
Riff: Compose your bank�s RFP to make music with the right insurance agency. Independent Banker,
V.52, N.2, February 2002,
pp. 74-77.
2001
Financial
convergence is happening, but is the playing field level? Panel
Discussion, The Actuary, V.35, N.9, November 2001, pp. 1-8.
Banks Should
Sell Insurance NOW. BankInsurance.com Special Editorial,
September 25, 2001.
Defining
Duties: Setting solid standards from the start with thorough third-party
insurance agreements. Independent Banker, V.51, N.9, September 2001,
pp. 78, 80-81.
Buy,
Build or Rent. Independent Banker, V.51, N.7, July 2001,
pp. 40-47.
What
Bank Directors Must Do About Selling Insurance. Community Bank
Director, May/June 2001,
pp. 2-3.
Making the
Leap - Starting in insurance requires forethought and unvarnished analysis.
Independent Banker, V.51, N.5, May 2001,
pp. 80-81.
Nobody's Fool -
More bankers are facing the facts and seriously weighing bank insurance sales.
Independent Banker, V.51, N.4, April 2001,
pp. 84-85.
Washington's
Sculptor - An American history lesson on the beginnings of keyman insurance.
Independent Banker, V.51, N.2, February 2001,
pp. 94-95.
Bank Insurance Batting Tips 2. Community Bank Director, January/February
2001,
pp. 2, 6.
2000
Bank
Insurance Batting Tips. Bank Insurance Marketing, V.9, N.4,
Autumn 2000,
pp. 31-32.
The
Economic Value of Selling Insurance to Bank Customers.
PA Banker Magazine, V.2.8, August 2000,
pp. 6-8.
Necessity
is the Mother of Invention. Bank Insurance Marketing, V.9,
N.3, Summer 2000,
pp. 35-37.
Thirteen Reasons for Banks to Cheer. Bank Insurance Marketing, V.8, N.1,
Winter 1999, pp. 28, 30, 32, 34.
Wisdom of the Greeks. Independent Banker, V.50, N.5, May 2000,
pp. 44-46.
General Patton and Bank Insurance. PA Banker Magazine, V.2.5,
May 2000,
pp. 22-23, 27.
Gene
Ludwig, 'The Minuteman of Bank Insurance.' Bank Insurance
Marketing, V.9, N.2, Spring 2000, pp. 29-30.
To Alice, With
Love. Bank Insurance Marketing, V.9, N.1, Winter 2000, pp.
29-32.
1999
Banker, Know Not Only Thyself, But... Bank Insurance Marketing, V.8,
N.4, Autumn 1999, pp. 30-32.
Jerry D. Woods Wins
FIIA-Sponsored Award for Academic Excellence at
Insurance Institute. Bank Insurance Marketing, V.8, N.4, Fall 1999,
p. 24.
Bank Insurance D-Day. Bank Insurance Marketing, V.8,
N.3, Summer 1999, pp. 28-30.
The Economic Value to the Banking Industry of Selling Insurance.
The Findley Reports, V.23, Ed.5, May 1999, pp. 4-5.
The Name Game. Bank Insurance Marketing, V.8, N.2,
Spring 1999, pp. 28-29.
Kevin Crowe, 1999 Recipient of FIIA
Raiken-Sender Bank Insurance
Industry Award. Bank Insurance Marketing, V.8, N.2, Spring 1999, p.
27.
Term
Life and Price Versus Value. Bank Insurance Marketing, V.8, N.1,
Winter 1999, pp. 28, 30, 32, 34.
1998
The Impact of Insurance Sales on the
Franchise Value and Earnings of America's Community Banks.
America's Community Bankers' Market Maker Task Force Report,
V.7, Fall 1998, pp. 1-4.
Making Money with Bank
Insurance. Bank Insurance Marketing, V.7, N.4,
Fall 1998, pp. 30-32.
Nominations Sought for 1999 FIIA
Raiken-Sender Bank Insurance Industry Award. Bank
Insurance Marketing, V.7, N.4, Fall 1998, pp. 38.
Thomas E. Ratsch Wins FIIA-Sponsored
Award for Academic Excellence at Insurance Institute. Bank
Insurance Marketing, V.7, N.4, Fall 1998, pp. 32.
Planning and Persevering for Success
in Bank Insurance. Bank Insurance Marketing, V.7,
N.3, Summer 1998, pp. 28-30.
The ‘Poison Pill’ in H.R.
10: An Analysis of Why the Insurance Provisions in H.R.10 Will
Dangerously Impair Mergers and Cross-Marketing between Banks and
Insurance Companies. A Report published by the Financial
Institutions Insurance Association (FIIA), April 10, 1998, 12 pp.
Charles E. Rice,
The 'Swamp Fox' of Bank
Insurance. Bank Insurance Marketing, V.7,
N.2, Spring 1998, pp. 28-29.
What Will It Take for Bank Insurance
to Succeed in the United States? North Carolina Banking
Institute, Volume 2, University of North Carolina School of
Law Banking Institute, Volume 2, April 1998, pp. 123-148.
FIIA Sponsors Award for Academic
Excellence. Bank Insurance Marketing, V.7, N.1,
Winter 1998, p. 21.
How Benjamin Franklin Became The
'Father of American Insurance.' Bank Insurance
Marketing, V.7, N.1, Winter 1998, pp. 29-30, 32.
True Believers. Insurance,
Annuities and Relief: Benefit Bulletin, Presbyterian Church
in America, Fall 97/Winter 98, pp. 3-4.
1997
FIIA Honors Allen Raiken and Stan
Sender. Bank Insurance Marketing, V.6, N.4, Autumn 1997, p. 43.
It’s Time for Banks and Agents To
Work Together. Bank Insurance Marketing, V.6, N.4, Autumn 1997, pp. 32-34, 38.
Survey is Consumer Protection
Smokescreen. Bank Investment Product News, August
25, 1997, p. 7.
The U.S. Constitution and Federalist
System of Government Versus Claims of ‘State
Supremacy. Bank Insurance Marketing, V.6, N.3,
Summer 1997, pp. 32-36.
Barnett II,
The Sequel: The
Old War Is Dead—Long Live the New War! Bank
Insurance Marketing, V.6, N.2, Spring 1997, pp. 32-34.
Insurance Agents’ Declaration of
Peace Is a Phony. American Banker, February 25,
1997, p. 8.
A Closer Look at Bank Insurance Sales
Forces and Premiums. Bank Insurance Marketing, V.6,
N.1, Winter 1997, pp. 32, 34-38.
FIIA Sponsors Award for Academic
Excellence at Insurance Institute of America. Bank
Insurance Marketing, V.6, N.1, Winter 1997, p. 38.
Bank Insurance: Findings from the LOMA
Bank Insurance Survey for Financial Institutions. Cover Focus, Resource Magazine, February
1997, pp. 14-18.
Profits on the Horizon: Life Insurance
and Annuity Sales Mean Opportunity for Illinois Banks. Illinois
Banker, January 1997, V. 82, N.1, pp. 16-19.
1996
Highlights of the 1996 Battle in
Congress over Bank Insurance Powers. Bank Insurance
Marketing, V.5, N.4, Fall 1996, pp. 23-25.
Agent Associations Distort the Bank
Insurance Licensing Issue with Kathleen W. Collins. Bank
Insurance Marketing, V.5, N.4, Fall 1996, pp. 34-36.
Leach Plan Seen as Threat to Bank
Insurance Powers. American Banker, September 24,
1996, p. 11.
In the Wake of VALIC and Barnett:
An Update on State Bank Annuity and Insurance Powers. Bank
Insurance Marketing, V.5, N.3, Summer 1996, pp. 34-37, 40.
Banks Have Come a Long Way Fast in
Insurance Powers. American Banker, July 30, 1996,
p. 11.
Insurance Rollback Provisions: Winds
of Competition Whip Through D.C. The Texas Independent
Banker, Vol. XXIII, No. 5, May 1996, pp. 18-22, 45.
Would Leach Bill Help Banks Sell
Insurance? Tell Us Another. American Banker, May
16, 1996, pp. 8-9.
Two Vignettes on the Importance of the
Business Use of Life Insurance. Bank Insurance
Marketing, V.5, N.2, Spring 1996, pp. 36-37.
The Extent of U.S. Bank Insurance
Powers and Activities. Journal of The American Society
of CLU & ChFC, V. L, N. 2, March 1996, pp. 56-61.
The Winds of Competition Whip the
House Republican Leadership. Bank Insurance Marketing, V.5,
N.1, Winter 1996, pp. 35-39.
'An Elegant Man.'
Bank
Insurance Marketing, V.5, N.1, Winter 1996, pp. 24-26.
1995
Avoid the 'Wrigley Risk': Lead the
Estate Liquidity League with Life Insurance. Bank
Insurance Marketing, V.4, N.4, Autumn 1995, pp. 33-34.
Gingrich's Opposition to Bank
Insurance Powers Doesn't Add Up. American Banker, October
11, 1995, p. 8.
Lest We Forget. Bank
Insurance Marketing, V.4, N.3, Summer 1995, pp. 6-8.
Contract with America: Is It
Committed to a 'Competitive Marketplace'? Bank
Insurance Marketing, V.4, N.3, Summer 1995, pp. 33-35.
'Liberty and Prosperity' in New
Jersey. Bank Insurance Marketing, V.4, N.2, Spring
1995, p. 4.
The Insurance Segregation and Consumer
Slavery Act. Bank Insurance Marketing, V.4, N.2,
Spring 1995, pp. 33-35.
'Kissing the Old Year Out, Kissing the
New Year In.' Bank Insurance Marketing, V.4, N.1,
Winter 1995, p. 4.
Banks Now Command One-Third of Annuity
Market. Bank Insurance Marketing, V.4, N.1, Winter
1995, pp. 10-11.
Where at Liberty, Consumers Exercise
their Freedom of Choice. Bank Insurance Marketing, V.4,
N.1, Winter 1995, pp. 33-35.
Banks Have Won a Third of Individual
Annuity Market. American Banker, January 9, 1995,
p. 19.
1994
Bank Insurance Marketing's 1994
Performance Appraisal. Bank Insurance Marketing, V.3,
N.4, Fall 1994, p. 6.
Remember the
Maine...Amendment. Bank
Insurance Marketing, V.3, N.4, Fall 1994, pp. 37-39.
How Well are Citizens of Maine Served
by the Traditional Agency System? Bank Insurance
Marketing, V.3, N.4, Fall 1994, p. 39.
Financial Institutions Must Not Stand
on the Sidelines. Bank Insurance Marketing, V.3,
N.3, Summer 1994, p. 4.
Bank Insurance Engine Stalled in
Michigan--The Time to Act Is Now. Bank Insurance
Marketing, V.3, N.3, Summer 1994, pp. 30-32.
The Economist as Reformer: The Spirit of Solomon
Huebner. The
Frank M. Engle Lecture 1994, Bryn Mawr, PA: The American College, 1994, pp.
vii-x.
Push for Insurance Powers is
Pro-Consumer. American Banker, April 26, 1994.
Running the Obstacle Course. Bank
Insurance Marketing, V.3, N.2, Spring 1994, p.4.
The Crisis in Life Insurance
Coverage. Bank Insurance Marketing, V.3, N.2,
Spring 1994, pp. 30-31.
Shifting Customer Base: 'She's Come
Undone.' Research Review: Journal of the Society of
Insurance Research, March 1994, pp. 45-51.
After NAFTA, Pass
BAFTA. Bank
Insurance Marketing, V.3, N.1, Winter 1994, pp. 30-31.
Then Imitate the Action of the
Tiger. Bank Insurance Marketing, V.3, N.1, Winter
1994, p. 4.
Leadership in Life. GAMA
News Journal. January-February 1994, p. 42.
1993
Suing Schools Over 'Safe Sex.' Pennsylvania
Citizen, November 1993, pp. 1-2.
Unbundling Financial Services. Best's
Review, November 1993, pp. 45-46, 48.
Read Fine Print on Licensing Fee
Income Proposals. Bank Insurance Marketing, V.2,
N.4, Fall 1993, pp. 30-32.
Consumer Reports Blasts
Industry. So What Else Is New? Society Page, October
1993, pp. 25, 35, 39.
True Believers.
National
Underwriter, September 13, 1993, pp. 19-20.
Liability, Torts and the Killer
Condom. World, September 4, 1993, p. 19.
Would You Buy Life Insurance from This
Magazine? Life Association News, September 1993,
pp. 46-50, 54.
The Diligent Bank Gets Its Due. Bank
Insurance Marketing, V.2, N.3, Summer 1993, pp. 30-32.
The Spirit of George Mason. The Frank M. Engle Lecture 1993,
Bryn Mawr, PA: The American College, 1993, pp. vii-ix.
Life Insurance: A Different Type of
Selling. Bank Insurance Marketing, V.2, N.2,
Spring 1993, pp. 30-31.
A Report for the U.S. Department of
Commerce in Response to the OECD Inquiry on 'Distribution of
Insurance Services'. Special Report for U.S. Department of
Commerce, Washington, DC, February 1993.
Florida Update. FIIA News, V.5,
N.1, Winter 1993, p. 1.
The Philosophy of Life
Insurance. Bank Insurance Marketing, V.2, N.1,
Winter 1993, pp. 35-36.
1992
Jeers for LAN Sneers; Cheers
for Bank Annuity Sales. Bank Insurance Marketing, V.1,
No.1, Fall 1992, pp. 35-36.
On the Occasion of the 15th Anniversary of the Frank M. Engle
Lecture. The Frank M. Engle Lecture 1992, Bryn Mawr, PA: The
American College, 1992, pp. vii-ix.
The Far-Reaching Effects of Any New
Annuity Taxes. National Underwriter, March 2,
1992, pp. 10-11.
The Proposed Tax on Annuities. FIIA
News, V.4, N.1, Winter 1991/1992, pp. 1-2.
1991
Chucking the Myth that Banks Don't
Sell Insurance. Financial Leadership Speaks, Vol.
1, Nos. 5-6, September-December 1991, pp. 13-15.
1992 and the Single European Market: Challenges and Opportunities
for U. S. Life Insurers (revised and updated for the 3rd Life
Directive). Financial Services Course Manual, Third Edition,
Atlanta: LOMA (Life Office Management Association), 1991, pp. 119-130.
1990
1992 and the Single European Market:
Challenges and Opportunities for U.S. Life Insurers. Journal
of the American Society of CLU & ChFC, V. XLIV, N.2,
March 1990, pp. 62-67.
U.S. Bancassurance in the U.S.
and Abroad. Proceedings of the 2nd International Life
Insurance Conference, Life Insurance International, London,
England, March 1990.
1989
Why Go Global? Best's
Review, V. 90, N. 6, October 1989, pp. 22-24, 111.
EC 1992: What's All the Fuss?
Proceedings of the Global Insurance Symposium-Brussels to
Beijing: Prospects and Challenges for Life Insurance and
Financial Services, The American College, Bryn Mawr, PA, May
1989.
The Need for International
Expansion. National Underwriter, March 20, 1989,
pp. 23, 29.
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