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.
The Half-Empty Glass
By Marlene Y. SatterIn 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
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...
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...