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.
Pop quiz: What do you know about index annuities?
By John SullivanIt's meant for consumers, but sadly, far too many advisors will fail. The Wall Street Journal's Leslie Scism offers the following quiz on equity (or...
September 01, 2009
Insurance Update: An Asset to PlanningA specialized insurance product that offers long-term care coverage in addition to life insurance is gaining in popularity, according to the American Association for Long-Term...
August 31, 2009
Boomers wrong on health costsAccording to a new survey, Americans are dramatically underestimating their retirement health care costs and insufficiently planning as a result. The July survey of something called...
August 31, 2009
Conservative moves hurt near-retireesRecent data suggests 401(k) investors are reacting to stock market declines by plowing money into conservative investments such as stable-value funds. But a new study shows...
August 31, 2009
Tax-deferred plan limits may dropAs Market Watch's Robert Powell notes, it's starting to seem like retirees and those saving for retirement can't catch a break. "First comes news that there...
August 31, 2009
Advisor confidence bounces backIn August, advisor confidence in the economy and the stock market increased, according to Rydex|SGI AdvisorBenchmarking. The Advisor Confidence Index (ACI) -- a benchmark that...
August 20, 2009
New opportunities for life insuranceWithout question, an extended recession is changing the way boomers see their situation, and therefore, the future. Long the keepers of an "endless optimism," they...
August 20, 2009
With a little help from my friends ...If some of your boomer clients seem ... off (or really hungry) in your next client review, there's a reason. Baby boomers are increasing their...