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.
Covered by a TARP?
By Marlene Y. SatterReports have been circulating that insurance companies were "getting in line" to receive money from the $700 billion bailout, known as the Troubled Asset Relief...
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...
November 06, 2008
Burning the midnight oilIn light of the AIG uproar, broker/dealer Woodbury Financial Services announced it will cancel upcoming "lavish" incentive trips due to the current economic crisis. The...