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.
We're on a road to nowhere
By John SullivanWant 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
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...
June 29, 2009
Madoff sentenced to 150 years in prisonAdmitted fraudster Bernard Madoff was sentenced Monday to 150 years in prison for perpetrating the biggest investment fraud in history, according to Reuters. The news agency...
June 29, 2009
Bills to overturn 151A gain supportA companion bill to the recently-introduced Meeks-Price bill is receiving praise from fixed indexed annuity issuers. The Coalition for Indexed Products released a statement Monday...
June 29, 2009
NAVA CEO Sees No Need for Additional Insurance RegulatorWeatherford also reaffirmed NAVA's commitment to the consumer protection principles of transparency, suitable sales and education, and training.
June 26, 2009
ICI: Drafted House 401(k) bill sets "dangerous precedent"Investment Company Institute (ICI) President and CEO Paul Schott Stevens chided the House Education and Labor Committee's approval this week of a bill requiring full...
June 25, 2009
A sorry state of affairsGood to see someone stepping up for boomers. After a commencement season filled with pessimistic speakers bemoaning both the state of the country and the...