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.
It's all about timing
By John SullivanTook NAVA all of about three seconds to get a press release out about the need for insured retirement solutions (pretty way of saying annuities)...
May 07, 2009
SEC to defend indexed-annuities ruleAttorneys representing the Securities and Exchange Commission will appear in a federal appeals court Friday to defend the agency's new rules which classify indexed annuities...
May 05, 2009
Bernanke forecasts slow recoveryIn testimony before the Congressional Joint Economic Committee Tuesday, Federal Reserve Chairman Ben Bernanke said it is expected that economic activity will bottom out...
May 04, 2009
Schapiro: SEC reviewing target-date fund disclosuresSEC Chairman Mary Schapiro continued her promises to aid investors in a speech at the Mutual Fund Directors Forum conference in Washington. Among other issues,...
May 01, 2009
Insurance Update: Out in the OpenOn March 17, the National Association of Insurance Commissioners (NAIC) approved a compromise version of the climate change survey sent out for comments in 2008....
May 01, 2009
Changing ClimateJoel Ario, Pennsylvania insurance commissioner and chairman of the NAIC Climate Change and Global Warming Task Force, says that how NAIC addresses climate change in...
May 01, 2009
The Affluentialist: Why The Affluent Need LTC InsuranceSurprising economic times can reveal fault lines in previously solid assumptions. The conventional wisdom was that the wealthy would pay for long-term nursing care out-of-pocket...
April 30, 2009
Maybe now we'll find Jimmy HoffaCall it the return of big labor. I read with interest a post by John Kay in the Financial Times about how labour's (Brit spelling)...