Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Reviewing the Situation
By Tere D'amato, Tere D'amatoHere are the steps you can take to prepare your clients for a review of their insurance needs: o Set expectations by sending an agenda of...
August 01, 2009
Expert's Corner: Time to Talk InsuranceAs if you don't have enough on your plate--reevaluating client risk tolerance, rebalancing portfolios, developing plans to bring goals within reach--I am about to add...
August 01, 2009
Find the Fit FirstBill Morrissey has developed a very tightly focused niche. But rather than doctors, business executives or sports stars, Sound Financial Planning will take anyone as...
August 01, 2009
Making LemonadeLaura Hearn is a private client advisor for RMB Capital Management in Chicago, which manages about $1.2 billion in assets for wealthy families around the...
July 31, 2009
How to use life settlementsEven the most diversified portfolios were devastated as the S&P shed 38 percent toward the end of 2008. The first part of 2009 is proving to be an encore performance. With the retirees of America looking for solutions to their portfolio woes, a
July 31, 2009
Life settlements marketingIn this special section, industry experts offer advice on how to take advantage of the lucrative world of life settlements, offering clients a previously unexplored revenue stream, or creating an attractive incentive to businesses.
July 31, 2009
In response to "(Grim) Reaping the benefits of life settlements" from the Editor's BlogI worked with agents, seniors, brokers and funders for several years.
July 31, 2009
Sen. Dodd Has Prostate CancerSen. Chris Dodd announced today he has prostate cancer and will have surgery during the August congressional recess.