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.
A piece of the planning puzzle boomer advisors miss
By Staff WriterDuring the World Cup in Germany in 2006, pickpockets identified wealthy Americans by the tennis shoes they wore. In certain Latin American cities, one wrong...
May 28, 2008
Bet big on the health care economyFirst it was agriculture, then manufacturing and most recently service. What will be the backbone for our economy in the not-too-distant future? According to the...
May 28, 2008
Longevity annuitiesSome insurers are offering a twist on the traditional immediate annuity that should help retirees protect themselves from outliving their savings, according to Walter Updegrave...
May 28, 2008
Health care REITs: Investor booster shotHealth 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
Health care industry unprepared for boomersScary news. As the first of the nation's 78 million baby boomers reach age 65 in 2011, they face a health care work force that...
May 28, 2008
Long-term care coverage: What, me worry?Advisors may finally be coming 'round to the benefits of long-term care insurance, but their boomer clients are still sorely in need of education. One...
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...