Insurance Multitasking
By Marlene Y. SatterLong-term care insurance is frequently a hard sell, until people are older and often ineligible for coverage. Planners thus may be interested in a multifaceted...
May 01, 2006
The Whole PictureBeyond helping clients grow their assets, advisors need to know what's available to protect their clients' financial security and quality of life. To that end,...
April 01, 2006
Meeting the Need for IncomeA host of financial services firms are coming out with new products to help advisors protect their retirees' income streams--everything from annuities that offer longevity...
March 01, 2006
Still KickingSurvivorship, or second-to-die, insurance serves a multiplicity of purposes in planning--everything from funding trusts to wealth accumulation--but one of its most popular selling points has...
March 01, 2006
Safety FirstFew prudent drivers would take to the road without having their cars adequately insured, even if it were legally permissible. In these days when a...
February 01, 2006
Primed for GrowthAfter rebounding slightly in 2004, sales of variable universal life (VUL) insurance policies dropped 11% in the first three quarters of 2005, according to LIMRA...
February 01, 2005
THE GLUCK REPORT, Part I: Marketing WisdomHelping advisors market their firms over the last eight years, I've seen some bizarre stuff. There was one advisor who wanted his Web site navigation...
February 01, 2005
When Settling Is GoodGood advisors strive to provide value to their clients in many ways. One often-overlooked way involves what may be one of the larger assets an...