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.
IRA rollovers: 10 tips to get it right
By Staff WriterThe potential business building benefits in the IRA rollover market is staggering - to say the least. But, so are the red flags and potential...
May 28, 2008
Critical information about your boomer clientsStop. Don't delete. You need this information. We realize in today's frenzied world of next-generation-this and killer-app-that, you need more than a monthly glossy to...
May 28, 2008
Oppenheimer's Murphy, "Call 12b-1 fees what they are."We asked OppenheimerFunds chairman and CEO John Murphy for his take on what to expect in 2008. In addition to his role with Oppenheimer, Murphy...
May 28, 2008
Riding high on write-downsYou know it's a weird market when a multi-billion write-down causes stocks to soar. But that's what happened Tuesday after Switzerland's largest bank, UBS AG,...
May 28, 2008
Media as a marketing toolSavvy advisors can take advantage of media opportunities as a marketing tool, according to Derrick Kinney in his book, "Master the Media to Attract Your...
May 28, 2008
Weeding out ag fundsCommodity funds can be used to diversify a portfolio, but watch out for highly specialized funds, warns Emiko Kurotsu for Morningstar. Agriculture funds, in particular,...
May 28, 2008
Targeting client prioritiesCandace Bahr and Ginita Wall have some suggestions for working with female clients in their book, "It's More Than Money - It's Your Life!" The...
May 28, 2008
Feeling insecure with the Fed and free-marketsBeing a staunch free-market guy, I'm having considerable trouble defending the Bear Stearns bailout by the Federal Reserve (all right, technically it's a "guarantee"). I...