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.
Buy cheap insurance where you can find it
By John SullivanDespite the race by manufacturers to develop some sort of portfolio insurance to accompany retirement income products, it doesn't have to be complicated. In a...
August 01, 2009
Side EffectsAdvisors might want to take a look at clients' term life insurance coverage. It's been easy over the last several years to seek out new...
August 01, 2009
Insurance Update: Active ManagementThe life insurance industry, whose standing Fitch ratings dropped last fall from stable to negative, has been shown in a new Fitch report to have...
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...
July 31, 2009
ACLI raises debate over proposed long term care legislationThe American Council of Life Insurers (ACLI) is telling the federal government to stay out of the long term care insurance business. The organization insists...
July 30, 2009
Study shows variable annuity hedging programs 94 percent effectiveBetween November and March, hedging programs at variable annuity providers maintained a high level of effectiveness - 94 percent compared to 93 percent in the...
July 29, 2009
Putnam to lower fees in pricing warPutnam Investments has announced proposals to reduce management fees on retail mutual funds and to introduce performance-based fees on other funds. The move is an...
July 29, 2009
SEC Ordered to Reconsider Annuity RuleFinding on July 21 that the SEC had "failed to properly consider the effect of the rule upon efficiency, competition and capital formation," the Court of Appeals for the District of Columbia told the SEC to reconsider Rule 151A.