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.
Retirement advice faces magnified regulator scrutiny
By Staff WriterAttorneys tell Dow Jones Newswires that regulators appear to be cranking up enforcement where it concerns retirement investment advice. According to a Tuesday report by the...
April 16, 2009
At least they're not viaticalsCall it settling up before moving -- or passing -- on. Life settlements (or viatical settlements before the marketing makeover) are on the rise, and...
April 16, 2009
Life insurer requests for aid hinge on S&PLife insurers are in wait-and-see mode as to whether they will need to ask for help through the TARP Capital Purchase Program, according to a...
April 16, 2009
In the moneyUnfortunately, it's not the euphoria of a win in Vegas. Rather, it refers to the number of contract holders that have pulled the utilization trigger...
April 16, 2009
A rumination on why we fightWell, not fight really, but why we continue to make the case that capitalism and the free markets are not broken, and certainly not dead...
April 16, 2009
The ultimate in risk mitigationNot exactly a conventional insurance trend, but it's tough to deny their risk mitigation value. Wine was the un-conventional investment of choice in the last...
April 15, 2009
Financial advisors are losing faith in insurersFinancial advisors are losing faith in insurers. That's what a survey of Merrill Lynch advisors found, the Wall Street Journal reports. According to the survey, conducted...
April 13, 2009
Immediate annuities sales rise on promise of lifetime income"Immediate" annuities are attracting more boomers drawn to lifetime income guaranteed by U.S. life insurance companies. Chris Blunt, executive vice president of retirement income security...