Whole Life Policy Design Objectives
By Staff WriterAssurity Life LifeScape Whole LifeBalanced objectives; $10,000 minimum face amount; ridersCountry Financial Life Executive Whole LifeCash value accumulation; low premiumsGuardian Life L121Low premium; IRR on ...
May 01, 2005
Behind the Numbers, with Gary ShillingEconomist and advisor Gary Shilling has never been afraid to chart his own course, as this month's allocation aptly demonstrates. "I think we're looking at...
May 01, 2005
A Busy WomanCarolyn Kaufman began her career in the financial planning world in 1978 and received her CFP designation a year later. In 1984 she established her...
May 01, 2005
The Clean AlternativeYou're probably quite familiar with a previously alternative investing option called socially responsible investing which went mainstream some time ago (see page 94 for a...
May 01, 2005
The Case for Mid-Cap GrowthMid-cap growth stocks tend to provide higher growth rates and lower valuations than larger-cap equities, while enjoying less volatility and more liquidity than their smaller-cap...
May 01, 2005
On the BubbleThe diversity of interests and geography and business models exhibited by advisors makes it a daunting task to choose just 25 "most influential" people. In...
May 01, 2005
For Sale: 500 Advisory FirmsHere's an eye-popping prediction: more than 500 fee-only financial advisors will sell their practices over the next five years, according to Tiburon Strategic Advisors in...
May 01, 2005
Quotations from Chairman (and CEO) ChuckThe IA 25 is listed in alphabetical order--there is no intended or implied ranking of its members. One person, however, holds a special place on...