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.
Social Security's underfunding - what does it mean for boomers?
By Staff WriterSocial Security trust fund reserves are supposed to be dry by 2037, according to a report released Tuesday by The Social Security Board of Trustees....
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)...
April 30, 2009
The shores of sunny IowaStill think self-funding is a smart strategy (see Boomer Behavior above)? Sure, if your boomer clients plan to retire to the sunny locales of Iowa...
April 30, 2009
FRC study: Mutual fund inflows will bounce backFor the next several years, mutual funds will garner annual net flows between about $130 billion and $180 billion, the low-to-mid range of where they...