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By Warren S. HerschConsidering Alternatives to the 401(k)Boomers who have maxed out on their annual 401(k) contributions have other options to turn to that will help plan for ...
April 22, 2004
Eight Pointers Will Put You On Firm Ground When Looking At Offshore PPVLIPrivate placement variable life insurance is one insurance product that is constantly being discussed at every high-net-worth round-table conference or symposium.PPVLI is simply variable life ...
April 22, 2004
Moving Into Income Planning With Boomers: Its A Change In MindsetByHow can advisors, planners and reps get going on doing income planning with baby boomer clients?A widely held view is that, if the advisor has ...
April 22, 2004
April 15A Day of Rejoicing?Yes, Say Advisors, Who Cite A Spike In BusinessBy Warren S. HerschTax return filers who were eligible for refunds werent the only ones rejoicing ...
April 22, 2004
Chad Hersh, Celent Communications, senior analyst with the insurance practice, HoustonWireless Adoption Outlook Is BleakMany of todays newest and coolest technology developments have been around wireless computing and communication, but the life insurance industry, it ...
April 22, 2004
Helping The AffluentTurbo-Charge Their WealthByIn the American classic "The Great Gatsby," author F. Scott Fitzgerald wrote that the rich are different from the rest of us. In ...
April 22, 2004
Behavioral Economics Uncovers Your Clients' Blind SpotsBehavioral Economics UncoversYour Clients Blind SpotsByBehavioral economics is a relatively new and increasingly relevant science that combines the disciplines of both psychology and economics to ...
April 22, 2004
Priming The Home Equity PumpBy Jim ConnollyWith the prime rate at an all-time low of 4%, current rates for home equity loans and lines of credit are now so ...