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.
What advisors want
By Staff WriterPaperless office tools (imaging and workflow) Pre-filled forms e-Signature capabilities Seamless systems integration Central repository for all client assets and information (bank balances, wills,...
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...
June 19, 2008
Boomers choose new careers for their next phase, survey reportsRecent trends and headlines indicate boomers are not slowing down after retirement, and they express their desire to continue working, and to be active. A newly...
June 11, 2008
Tax advantages: Now or later?While a Roth 401(k) and a regular 401(k) are essentially the same thing, according to Walter Updegrave, senior editor of Money Magazine, investors may find...