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.
Go beyond a million-dollar practice
By Staff WriterTo 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
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...
May 28, 2008
John Edwards: The class action candidateThe populist rhetoric of John Edwards kills me. "The gap between rich and poor is widening at a frightening pace," he trumpets. "We must do...
May 28, 2008
All hail the capitalist pigsGood news (sort of) from an island that rarely has any. On Monday, Fidel Castro announced he's stepping aside. For boomers, it conjures fond memories...
May 28, 2008
The dangers of boomer inflationRegular readers know I often look to Brett Arends for cool-headed logic, and the Wall Street Journal columnist once again doesn't disappoint. I've worried for...
May 28, 2008
Managing compliance responsibilitiesRegulatory compliance is a crucial part of doing business. Here are some suggestions for efficiently managing compliance responsibilities: Devote resources up-front to compliance efforts. Be...
May 28, 2008
Banks push reverse mortgages for boomersAccording to the Wall Street Journal, reverse mortgages are one part of the mortgage market that aren't drowning in the subprime sea. Reverse mortgages can...