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.
Mutual fund ownership
By Staff Writer51,000,000 - The number of U.S. households that own mutual funds. 44 - Percent of U.S. households that own mutual funds. $10,300,000,000,000 - The amount of mutual...
May 28, 2008
Baby boomer assets85% - Percent of boomers who own their own home. $71,400 - Approximate average annual income for boomers born in 1946. $297,900 - Average...
May 28, 2008
Boomers on the road259.4 million - Number of trips made in the United States by baby boomers. 26% - Percentage of boomers who prefer to fly than...
May 28, 2008
Political news coverage79% - Percentage of baby boomers who prefer local television news for political coverage. 29% - Percentage of baby boomers who read national newspapers...
May 28, 2008
Boomer savings plans47% - Percent of boomers covered by a defined benefit plan. 50% - Percent of people born in 1946 who have a 401(k) or...
May 28, 2008
Potential compliance landminesEven for advisors who stick to the ethical high road, it doesn't hurt to know where potential compliance landmines lurk. Here's a look at several...