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.
It's Now Easier Being Green
By Marlene Y. SatterYou have clients who are environmentally savvy. And now they want insurance that will help them stay green, or even help them add environmentally friendly...
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...
August 20, 2008
Battling inflationA number of products have recently been touted as ways to reduce the effects of inflation on client portfolios. Which products have you found to...
August 18, 2008
Court Rules Against IRS's Tax Position on Insurance Company DemutualizationA recent federal court decision ruled against the IRS's stance that policyholders who receive stock in a mutual-to-stock conversion of an insurance company--known as a demutualization--must pay taxes on the proceeds when the stock is sold.
August 13, 2008
Global recession fears upAccording to a Merrill Lynch survey, almost one-quarter of fund managers think the global economy is in a recession, and almost one-half think one is...
August 06, 2008
Cost vs. (living) benefitsAre annuity living benefits priced appropriately or still too expensive for the guarantees they offer?