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.
States' Basic Protection
By Marlene Y. SatterWhile coverage available from the 52 state guaranty associations (including the District of Columbia and Puerto Rico) differs from state to state, basic limits of...
June 01, 2009
Shelter from the StormAdvisors whose high-net-worth clients have trouble getting coverage for their homes in coastal and other hard-to-insure areas might want to take a look at PURE....
May 28, 2009
Fixed annuities continue to dominateFor the second quarter in a row, fixed annuities outsold variable annuities $35.6 billion to $30.7 billion, according to LIMRA's U.S. Individual Annuities First Quarter...
May 28, 2009
Financial industry popularity at all-time lowHonestly, is anyone surprised? But investment house pain is insurance company and financial advisor gain. A new survey from Forrester Research finds more clients trusting...
May 28, 2009
Boomer retirement has executives worriedBoomers, although many plan to work longer, are not going to be in the workforce for much longer - and that reality is increasingly worrisome...
May 28, 2009
A loser of an estate planning legacyA little reminder of the need for insurance reviews in client meetings. Low interest rate environs aren't good for boomers using life insurance to cover...
May 28, 2009
Early retirement surge underwayYou read the headline right. In a scary development, the Social Security Administration reports a surge in benefit claims due to the economic downturn. We...
May 28, 2009
Duck and cover democratsThey just don't get it. I know; I'm beginning to sound like an old crank waving his fist and yelling at the damn kids to...