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.
Six steps to successful credibility marketing
By Staff WriterAccording to Don Schreiber, Jr. credibility marketing is well suited for financial professionals looking to increase their brand awareness and capture more of the market....
May 28, 2008
Bring structure to your client's retirement planBoomers don't like to buy off the shelf. They increasingly demand customization to suit their individual situation. I recently asked Tom Ricketts, CEO of Incapital...
May 28, 2008
The housing crisis is overHow is it I missed out on the greatest run-up in real estate prices in American history, one that lasted -- what -- 40 years?...
May 28, 2008
Take advantage of competitionStrong competitors can make you a stronger advisor, according to the authors of "How to Build a Successful 401(k) and Retirement Plan Advisory Business." Steff...
May 28, 2008
Tax matricide and other musingsTwo weeks ago, Rep. Charlie Rangel (D-NY) proposed what he himself called "the mother of all tax reform plans." I've asked a number of CEOs...
May 28, 2008
Take this job (report) and shove itTrying to look for a silver lining in the latest job report, but it appears to be all gray. The ADP report is a precursor...
May 28, 2008
How to build a million-dollar practiceDavid J. Mullen, Jr.'s new book, "The Million-Dollar Financial Services Practice," gets specific: To support a million-dollar practice, you need to bring in $12 million...
May 28, 2008
Aging in placeThe Wall Street Journal's Sara Lin recently reported on the Aging in Place phenomenon, and how it's driving innovation in home appliances and other areas....