Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Financial advisors redefined
By Staff WriterThe next generation of clients will be different in many ways from today. Baby boomers are going to expect more from their advisors, including the ability to do more than just financial planning. Whether that is fair to advisors is irrelevant;
June 01, 2008
Tap into a willing workforce"Age is an issue of mind over matter. If you don't mind... it doesn't matter." -- Mark Twain Much has been written, in this column and elsewhere, about how the failure to adequately plan and prepare for retirement
June 01, 2008
What are your opinions on nursing homes?I may not be the best person to ask if you want to run a nursing home ad. My mother was in one for a few years and it really depressed me and my siblings whenever we'd go and visit her. It just didn't seem like they had the
June 01, 2008
Retirement confidence fallsFor 18 years, the Employee Benefit Research Institute has conducted its "Retirement Confidence Survey," and this year saw some of the biggest swings in the history of the survey. The numbers seem to indicate a drop in confidence about a
June 01, 2008
How to get your part of the largest wealth transfer in historyBoomers have money and still want to change the world. This simple "A" plus "B" equation means the "C" is a potential revenue source for...
June 01, 2008
Target date funds and what customers need to know: editorial commentWhen we get on a plane, we trust that the pilot is trained, rested, and savvy about the upcoming trip.
June 01, 2008
Fresh Payout Funds Have Advisors Taking A Wait-And-See ApproachPayout funds, mutual funds that strive to pay regular income to fund holders, are still fresh, and that newness has advisors taking a 'wait-and-see' attitude, according to interviews with Income Planning.
June 01, 2008
An untapped marketFor advisors with senior clients, it's a familiar storyline: An insurance portfolio review exposes a client's life insurance policy as under-performing, unnecessary or unaffordable. Alan W. Pratt, CEP, CAP, has been around the insurance