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.
Ranking of funds and causes
By Mike WerlingThe level of American charitable giving continues to be higher than 2 percent of GDP, which charity groups take as a positive sign, especially during...
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.
July 29, 2009
Web site names best boomer townsBoomers are escaping pricey large cities for smaller, more affordable towns in order to beat the recession. According to bestboomertowns.com there are 21 towns in particular...