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.
Careful What You Wish For
By Marlene Y. SatterLast month we talked with Sandy Praeger, president of the National Association of Insurance Commissioners (NAIC) about changes suggested for the insurance industry within the...
July 30, 2008
SEC extends short selling ruleIn an effort to stop abusive short selling tactics at 19 major financial firms, the Securities and Exchange Commission extended an emergency rule to Aug....
July 30, 2008
Tips for boomer job interviewsHave a boomer client that has to return to work due to current market conditions? The Olympian quotes an AARP study that finds workers 55...
July 22, 2008
Poll shows financial advisors resist knee-jerk reactions to client portfoliosSEI surveyed more than 250 independent financial advisors from around the country and asked whether they are resisting their clients' urges to move assets right...
July 21, 2008
GLBT members uncomfortable in financial planning environmentA new Harris Interactive survey reveals members of the gay, lesbian, bisexual and transgender community are not as comfortable in the current environment provided by...
July 17, 2008
Compensation growth for financial professionals surpasses national averageNew research from the Association for Financial Professionals (AFP) shows that despite a struggling economy, compensation for financial professionals in 2007 outpaced that of the...
July 08, 2008
Investment royalty passes onWe'd be remiss if we didn't mark the passing of one of the greats. Sir John Templeton died Tuesday at the age of 95. For...