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.
Employers and boomer retirement preparation
By Staff Writer38.9% - Percentage of workers between 50 and 59 with at least one IRA. 57.5% - Percentage of workers between 50 and 59 with...
December 01, 2008
Rules of AcquisitionAfter AIG's bailout began in September (it had drawn $90 billion from the Federal Reserve by the end of October), the uncertainty in the industry...
November 20, 2008
Investors still cynicalMerrill Lynch's November Survey of Fund Managers found most investors are skeptical of plans to reverse the global recession. What do you think of recent...
November 19, 2008
REIT, homebuilder shares fallThe MSCI U.S. REIT index fell 7.6 percent as U.S. homebuilders and real estate companies' shares fell, Reuters reports. The Dow Jones U.S. Home Builders...
November 17, 2008
The tsunami is coming - analysts support Long Term Care Awareness WeekNovember 16 to 22 is Long Term Care Awareness Week. "Awareness is a mild word," says Cameron Truesdell, CEO of LTC Financial Partners LLC. "What they're...
November 17, 2008
Boomers reluctant to buy LTCI; economy is to blameThe economic crisis is forcing boomers to forgo long-term care insurance, according to a new a new survey by the nonprofit LIFE Foundation. Sixty-four percent of...
November 13, 2008
Focus on the right clientsIt may be tempting to focus entirely on your A+ and A clients at events, but that doesn't mean you can ignore your other clients,...
November 13, 2008
Hedge funds hitting bottom?Hedge funds are losing steam, according to Morningstar research. Nearly half of all financial advisors who work with wealthy clients say they expect hedge funds...