Annuities For The Wealthy? Yes, Indeed
By Michael J. GilottiAdvisors need to educate affluent clients about the importance of diversified and balanced portfolios--because high-net-worth clients, like everyone else, are vulnerable to market volatility.Point out ...
October 27, 2002
Opportunities Abound In Meeting Financial Needs Of Retired MenOpportunities Abound In Meeting Financial Needs Of Retired MenTo meet the financial needs of retired men, you must understand both their psychology and their individual ...
October 27, 2002
Speeding Up The Process: App to IssueByThe time it takes to underwrite a policy is an inherent "problem" that slows down policy issuance, industry experts note.And while the underwriting process certainly ...
October 27, 2002
Use Life Insurance As A Retirement ToolThe life contingency annuity is, as we have said in previous articles, central to effective retirement planning, because it can provide income that cannot be ...
October 27, 2002
More On The Controversy Over Definitions Of DisabilityMore On The Controversy Over Definitions Of Disability To The Editor: This is a further comment to the July 29 article by James Foley of ...
October 27, 2002
Preserve Assets While Providing Higher Transfers To Heirs And CharitiesPreserve Assets While Providing Higher Transfer To Heirs And CharitiesHow many seniors do you know who have IRAs, annuities or cash assets that they are ...
October 27, 2002
Medicare Update For Financial AdvisorsByLately, it seems that to know Medicare is to hate it. Just ask doctors, hospitals and retirees. Well review why and then look at how ...
October 25, 2002
Independent Financial Acquires StreampointNU Online News Service, Oct. 25, 3:55 p.m. -- Independent Financial Marketing Group, Inc., Purchase, N.Y., a distributor of investment and insurance products to ...