Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
UMA integration within the broker/dealer - In their own words
By Staff Writer"We've been working on a unified managed account platform to better serve our advisors who manage assets on fee-based platforms. Our UMA platform will provide...
July 01, 2008
Changing rules require taking personal actionOn May 5, 2008, a vital amendment to SB 483 was reported on the California legislative Web site. In connection with the Federal Deficit Reduction Act of 2006, Senate Bill 483, introduced by Senator Sheila Kuehl (D-Santa Monica), was amended and
July 01, 2008
Obstacle courseFrances E. Twiddy, CFP, has confronted enough client objections in her quarter-century as an advisor to know instinctively when to press her case and when to retreat.
July 01, 2008
Super seniorsAs most of us have witnessed with our own eyes, our annual Senior Survey reveals with statistical data, seniors, more than at any time in history, are living longer, healthier, more productive lives. They are shaping some of our most
July 01, 2008
Growing your business with universal life"Seniors don't need life insurance." That's often true, but universal life can be a valuable resource for older clients who do need insurance. The product's unique structure offers the flexibility needed for changing
July 01, 2008
The Income Planning Discussion Needs To Include A Talk About WorkOne piece of the income planning discussion should be a candid review about whether the client needs to continue working, according to financial planners.
July 01, 2008
Editorial Comment: Gotta Know Withdrawals ColdShelly Kostrunek's article, Retirement withdrawal mistakes to avoid, which appears in this month's issue of Income Planning, focuses on a very important part of income planning: taking withdrawals.
July 01, 2008
How to Help Senior Women Make Important Financial DecisionsYou've undoubtedly met these women before. They may play different roles -- mother, aunt, grandmother, or a dear family friend -- but they likely have much in common: They all moved straight from their parents' house to their husbands' house.