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.
FPA Supports Federal Oversight of Indexed Annuities
By Melanie WaddellAs the comment period on the SEC's proposal to regulate indexed annuities as securities under the Securities Act of 1933 came to a close on September 10, the Financial Planning Association (FPA) told the SEC it supports federal regulation of indexed annuities.
September 01, 2008
The Half-Empty GlassIn July 2007, IA spoke with financial advisor Holly Brown Carroccio and her mother, Diane Billingslea, an insurance agent, regarding Marie Billingslea, Diane's mother and...
September 01, 2008
LTC Payouts: $3.5 Billion in '07Approximately 180,000 Americans with long-term care insurance policies were paid benefits in 2007, with the long-term care industry paying out $3.5 billion in benefits last...
September 01, 2008
It's Now Easier Being GreenYou have clients who are environmentally savvy. And now they want insurance that will help them stay green, or even help them add environmentally friendly...
September 01, 2008
Half Empty, Half Full?The spate of bad publicity garnered by long-term care insurance (LTCI) last year generated a lot of attention, from calls for reform by Presidential hopefuls...
August 28, 2008
NAFA Says Nix SEC Rule 151AThe National Association of Fixed Annuities (NAFA) recently took a firm stand against the Security & Exchange Commission's (SEC) proposed Rule 151A, which would regulate index annuities as securities rather than as insurance products.
August 27, 2008
Boomer earnings2015 - Estimated earnings peak for early boomers, compared with 2025 for late boomers. $90,000 - Estimated peak earnings for early boomers, compared with...