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.
Add exit planning to your arsenal
By Staff WriterThis week's tip comes to us from John M. Leonetti, managing director of Pinnacle Equity Solutions, a Boston-based training and consulting firm that specializes in...
May 28, 2008
Battle of the fundsWe love the Trend of the Week, if only because ETFs have proven themselves to be the real deal. And once boomer clients got hip...
May 28, 2008
What to look for in the right broker/dealer matchA match in strengths - What do they specialize in (retirement plans, insurance, tax-efficiency)? A match in culture - Small, medium, large? Family atmosphere...
May 28, 2008
Boomer marketing strategies reach new heightsHere's an obvious point that, sadly, too many advisors are still missing. In order to increase their business, advisors should focus on a niche. But...
May 28, 2008
Payout funds show increased popularityWith the promise of a wave of baby boomers leaving the work force, a plethora of new income-generating products are available for retirees. According to...
May 28, 2008
Optimizing profitabilityIn "How to Value, Buy, or Sell a Financial Advisory Practice," authors Mark Tibergien and Owen Dahl suggest poor operating profits are a result of...
May 28, 2008
Why don't politicians take Econ 101?I'm not na?ve. I understand the current political climate. But let's see the stimulus package for what it is; a political gift, not any kind...
May 28, 2008
The Greenspan guarantee - what's it really worth?In a story related to our Trend of the Week, Alan Greenspan announced he's joining John Paulson's hedge fund as a member of the advisory...