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.
Investing in themes
By John SullivanTheme investing, like most other things, has its good and bad. If you're choosing funds by looking at broad trends, there are some issues to...
June 01, 2008
New report names most useful baby boomer WebsitesAs boomer advisors know, anyone can crunch numbers and develop a retirement plan. It's superior service and the added-value you bring that truly separates you,...
June 01, 2008
Annuity features added as boomer retirement nearsIt's good to see the message is getting out in the mainstream press. The Chicago Tribune reports that annuity providers are racing to add even...
June 01, 2008
Boomers and McCain - Old and in the way?Regardless of what you think of his politics, is John McCain too old for the Whitehouse? Most political talking-heads agree the question is a political...
June 01, 2008
How to get your part of the largest wealth transfer in historyBoomers have money and still want to change the world. This simple "A" plus "B" equation means the "C" is a potential revenue source for...
June 01, 2008
Heating Up the DiscussionWhile industry trade groups are opposed to the mandatory disclosure requirements of the National Association of Insurance Commissioners' (NAIC) Climate Risk Disclosure Proposal, groups such...
June 01, 2008
Telling All?Now that climate change seems to be on everyone's lips, the talk in the insurance industry is getting hot about disclosure. The fallout from trying to...