Should you plan for a life settlement?
By Robin S. Weinberger and Peter N. KatzWhile no policy should be purchased speculating on a future life settlement, considering life settlement possibilities, if needed, is prudent planning.
October 25, 2012
Falling off the fiscal cliffAre we about to fall off the fiscal cliff? Financial expert Reto Gallati has four possible scenarios that could play out in the coming months.
October 25, 2012
5 strategies to apply to suitable annuity sales, part 1Selling annuities to seniors has always been a delicate transaction, but there are many protective strategies you can implement in your practice.
October 25, 2012
Is Risk of More Expensive LTC Insurance Rising or Falling? Pt. 1As the LTC insurance industry continues to suffer, planners and clients have both become increasingly skeptical about LTC insurance.
October 25, 2012
6 health insurance basics your clients should knowMake sure they understand their plan before they need their plan.
October 25, 2012
Boomers talk about their debtFrom the debt-phobic to those crushed by a mountain of medical bills, a group of boomers answers the question: "What are you doing to solve the problem of personal debt?"
October 25, 2012
Boomers talk about their debtFrom the debt-phobic to those crushed by a mountain of medical bills, a group of boomers answers the question: "What are you doing to solve the problem of personal debt?"
October 25, 2012
The State of Investor Trust, or Distrust, Fiduciary and the CFP BoardIs the argument over a fiduciary standard for all advice-givers, and the CFP Board's position on a fiduciary standard for CFPs, missing the bigger point?
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