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.
Not another boomer consumer study
By John SullivanTruth be told, we were skeptical of consumer research firm IRI's latest report on baby boomer buying habits. Yes, we know they consume like locusts....
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...
July 15, 2009
Survey: Grandparents leave billions to grandchildren in past five yearsAmerica's grandparents have handed over more than $370 billion to grandchildren within the last five years. And as the economy gets worse, they feel even...
July 09, 2009
States aid in purchase of long-term careColorado is the latest state to enter a private-public partnership program to encourage the purchase of long-term care. Such partnerships were established by federal...