Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
What will boomers do in retirement?
By John SullivanPat Cataldo, writing at Centredaily.com, has some interesting answers to the title question. The 55-plus population is planning to work longer, save more, and spend less...
October 01, 2009
Credit where credit is not dueAccusations of bullying tactics and misleading reports only hold, it seems, if Dick Cheney is involved. The big three are in the hot seat, and...
October 01, 2009
Don't worry, be happyIt's more than the title of an annoying song (very). Seems RIAs are getting their mojo back, and have a healthy outlook for the future....
October 01, 2009
The Multilife MarketJohn Ryan of Ryan Insurance Strategy Consultants in Greenwood Village, Colorado, says that a big marketing emphasis these days in disability insurance is multilife sales....
October 01, 2009
Insurance Update: Coverage Options ExpandIn the midst of all the troubling news about insurance and insurance companies, there's a ray of sunshine: disability insurance is no longer playing hard...
September 29, 2009
Plans for IRA donations unclearA reader from Westminster, Colo. asks the following important questions of Tom Herman in the Wall Street Journal. Is there any chance that Congress will allow...
September 28, 2009
Forget H1N1--Here comes BoomeritisDiagnosis? Boomeritis. According to the Philadelphia Inquirer and intially coined by a local orthopedic surgeon, the informal term describes the swelling number of boomers - the...
September 28, 2009
Wien: S&P 500 rebound to continueBloomberg reports the Standard & Poor's 500 Index is poised for its biggest fourth-quarter rally in a decade as the economy recovers and earnings exceed...