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.
Independent Broker/Dealers Not on AIG's Keeper List
By James J. GreenThe new chairman and CEO of AIG, Edward Leddy, disclosed in an analysts conference call on Friday, October 3, that the company has begun a...
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...
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...