Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Schwab to unleash no-fee robo-giant
By Jane SmithAutomated investment services for investors to come early next year, followed by RIA version.
October 28, 2014
How to avoid the cardinal sin of sellingConfess! Most salespeople commit this sin more often than theyd like to admit: talking too much about their companies.
October 27, 2014
High-Self-Worth ClientsThere is no minimizing the hurt and disappointment felt by some of the folks described in Jane Wollman Rusoff's cover story who have had to rebuild a retirement…
October 27, 2014
Can Green Be Its Own Reward?Those interested in both green investments and insurance might want to consider keeping an eye on a recently issued performance insurance policy that combines both.
October 27, 2014
Get Ready for Clients Who Keep LivingFour scenarios for longevity and financial advice.
October 27, 2014
The New Retirement Dream: RelocationMoving where money goes further has gained popularity as a retirement strategy.
October 27, 2014
Compensation Disclosures ‘Taylor-Made’ for ConflictsIn a case strikingly similar to the one that spawned the widely covered lawsuit by Florida financial planners Jeff and Kim Camarda, the CFP Board notified a Los Angeles advisor that it had opened an investigation into his use of the term fee-only to describe his RIA.
October 27, 2014
Tough times for structured settlementsThe prospect that hundreds of ELNY shortfall claims could be reopened has to be unnerving for any P&C official.