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.
FINRA sanctioned far less in 2008, law firm reports
By Staff WriterIt was a "slow year" for FINRA in 2008, according to one law firm's assessment. Sutherland Asbill & Brennan LLP released analysis Wednesday revealing FINRA -...
June 01, 2009
A Cautionary TaleMorris Armstrong, of Armstrong Financial Strategies in Danbury, Connecticut, is guiding a client through another problem that is becoming more common as insurance companies are...
June 01, 2009
Saving GraceTommie Monez of Focus Wealth Management in Middleburg, Virginia, is keeping an eye on current conditions in the insurance industry on behalf of two 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...