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.
Housing market attempts a slow comeback
By Staff WriterGood news for boomer homeowners - while home prices are still relatively low, they aren't slumping. According to data through May of this year from Standard...
July 23, 2009
The rise of longevity insuranceIs longevity insurance the real deal, or the insurance industry equivalent of New Coke? We'll let you decide. But The Wall Street Journal's Brett Arends...
July 23, 2009
Goldman's unethical, amorphous blobWhere does government end and the private sector begin? It reminds me of Ellen Ripley and the space marines stumbling upon the human/alien amorphous blob...
July 23, 2009
EIAs: Your guess is as good as oursNot exactly a trend (because we have no idea where it will end up). But we absolutely had to comment on the D.C. Court of...
July 22, 2009
U.S. court of appeals orders reconsideration of 151AA U.S. court of appeals Tuesday ordered the Securities and Exchange Commission to reconsider its rule that treats most equity index annuities as securities. "We hold...
July 20, 2009
Advisors Unprepared to Help Clients With Alzheimer'sFidelity survey finds advisors feel lack of knowledge and resources on Alzheimer's
July 20, 2009
NAVA is now the Insured Retirement InstituteNAVA, the Association for Insured Retirement Strategies, is now the Insured Retirement Institute - or IRI. The association announced it is completely re-branding itself effective...
July 15, 2009
Foundation for Financial PlanningIn 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...