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.
Health care REITs: Investor booster shot
By Staff WriterHealth care REITs posted respectable returns in 2007, and, according to Kevin Fischbeck at Lehman Brothers, will probably continue to do well in 2008. He...
May 28, 2008
What do any of these terms really mean?I'm fascinated by business speak. I'm a regular devotee of Lucy Kellaway's business management column in Financial Times. She does her best to decipher some...
May 28, 2008
Insuring your clients' retirementDisability insurance protects clients who are injured and unable to work, but missing only a few years of contributions can leave retirement accounts underfunded. Retirement-contribution...
May 28, 2008
Go beyond a million-dollar practiceTo go beyond a million-dollar practice you should aim to bring in $50 million in new assets each year, according to David Mullen, Jr., author...
May 28, 2008
A big blow to "shareholder rights" advocatesDo you want a greater say in how the companies you invest in are run, or do you trust management to make the tough decisions...
May 28, 2008
Financial houses in the clear?Larry Kudlow says financial stocks are a good buy, but we're not so sure. Yes, we agree the large financial houses are taking necessary steps...
May 28, 2008
Three skills for effective communicationCommunicating effectively with clients involves three major skills, according to Hendrie Weisinger, in his book "The Emotionally Intelligent Financial Advisor." Use "I" statements to show...
May 28, 2008
Study finds surprising attitudes among high-net-worth boomersA recent AARP study finds that: The majority of boomer "elites" feel that they are always on top of their finances (91 percent vs. 80...