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 industry unprepared for boomers
By Staff WriterScary 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
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...
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...