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.
Foundation for Financial Planning
By Staff WriterIn recognition of her good work, we made a donation to the Foundation for Financial Planning in Judy Seid's name. Jim Peniston, the Foundation's executive...
July 09, 2009
Boomers drive entrepreneurial trendEconomists know that entrepreneurship will drive the economy back to health, but many people may be surprised to learn that the baby boom generation...
July 09, 2009
Have you hugged a boomer today?Thank boomers for periods of low market volatility? Actually, yes. As Newsweek notes, there was a glorious time between the mid-1980s and 2007 when inflation...
July 09, 2009
We're on a road to nowhereWant a real "path to prosperity?" Look to 1982. The year of Tootsie and Culture Club has a lot in common with 2009 (without the...
July 01, 2009
The IRS Weighs InIf past participants of stranger-owned life insurance were promised easy money at no cost, the rules of the game have changed. In May 2009, the...
July 01, 2009
Insurance Update: Classroom or Courtroom?After a series of high-profile actions in his position as New York's top insurance regulator--the most powerful regulator's post in the country, thanks to its...
July 01, 2009
Expert's Corner: When A Sure Thing Goes BustIf you have ignored the latest schemes dreamed up by enterprising insurance agents to sell large life insurance policies, it is time to get educated...