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.
Market Volatility Remains High
By James J. GreenThe Dow Jones industrials posted a gain of 401.03 points in the week ending October 17, 2008, or a rise of 4.75%, to close at 8,852.22, the biggest one week improvement since March 2003.
October 01, 2008
Boomer-friendly productsThe emergence of some lifestage products designed specifically with boomers in mind is making LTCI a more inviting subject for advisors to tackle with clients....
October 01, 2008
The Next StepsCatherine J. Weatherford, new president and CEO of NAVA, says that the most important issues she sees facing the group and the industry are the...
October 01, 2008
Changing of the GuardOn July 3, the National Association of Insurance Commissioners (NAIC) announced that Catherine Weatherford, long-time executive vice president and CEO, would be leaving her post...
September 18, 2008
Women's retirement woes63% - Percentage of women who own a tax-advantaged retirement account, compared with 68 percent of men. 20% - Percentage of women who are...
September 11, 2008
FPA Supports Federal Oversight of Indexed AnnuitiesAs 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 top 10 direct-sold plans ranked by three-year performance, for the period ended March 31, 2008:Nebraska: College Savings Plan of Nebraska Rhode Island: CollegeBoundfund (Alternative R) Indiana: CollegeChoice 529 Investment Plan Vermont: Vermont Higher Education Investment Plan Louisiana: START...
September 01, 2008
Important factsConsumer knowledge of 529 plans' rules and regulations is spotty at best. They rely on advisors to help them make good decisions. Advisors rely on...