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.
Compensation growth for financial professionals surpasses national average
By Staff WriterNew 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 01, 2008
UMA integration within the broker/dealer - In their own words"We've been working on a unified managed account platform to better serve our advisors who manage assets on fee-based platforms. Our UMA platform will provide...
July 01, 2008
Poor reasons to switch B/DsFor all of the good reasons to rethink a relationship with a broker/dealer, there are some bad reasons, too. Some of the more prevalent mentioned...
July 01, 2008
Questions to facilitate changeFor an advisor, changing broker/dealers could be one of the most difficult decisions to make. If advisors aren't getting everything they need from their current...
July 01, 2008
If It Ain't Broke...Sandy Praeger, president of the National Association of Insurance Commissioners (NAIC) and Kansas insurance commissioner, is critical of Treasury's plans for overhaul of the insurance...
July 01, 2008
One Forward, Two Back?This past March the Department of the Treasury released its Blueprint for a Modernized Financial Regulatory Structure, which sets forth an argument for the need...
June 30, 2008
How the new deficit reduction act affects long term care insuranceIn 1985, the House Committee on Energy and Commerce issued the following statement: "Medicaid is, and always has been, a program to provide basic health coverage...
June 23, 2008
Study targets Hispanic Boomers' view on health care, finance and consumerismProminent culture gaps continue to emerge within the boomer market. A new Focalyst study concludes there are "significant differences" between Hispanic Boomers' and the general...