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.
All hail the capitalist pigs
By John SullivanGood 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
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...
May 28, 2008
IRA rollovers: 10 tips to get it rightThe 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
Clients demand wealth management servicesA survey of financial professionals by NorthStar Systems found that over 88 percent of respondents agree or strongly agree that "a strong wealth management platform...
May 28, 2008
Supreme Court rules on 401(k) lawsuitsThe Associated Press reports that the Supreme Court ruled Wednesday that individual participants in the most common type of retirement plan can sue under a...
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,...