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.
Shifting retirement landscape drives financial software innovation
By Staff WriterFinancial planning software is only as good as the advisor who uses it. However, it is an indispensible tool to a successful boomer retirement. The...
May 28, 2008
Boomer basicsWho are the boomers?: There are approximately 78 million boomers, or individuals born between 1946 and 1964, and this generation is approaching retirement. Boomers will...
May 28, 2008
Forever blowing bubblesBefore the current subprime mess hit, too many people referred to the situation as a housing bubble. Incorrect. I've said for some time it was...
May 28, 2008
Six steps to successful credibility marketingAccording 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
Managed accounts in the boomer portfolioFirst came the SMA, then the MMA and now the UMA. Managed accounts are a fast-growing and fast-evolving product. And according to experts, the evolution...
May 28, 2008
Green, for lack of a better word, is goodNo longer strictly for the patchouli-scented investors, green is now mainstream. Advisors who are skeptical of green efficiencies and marketplace potential should think again. According to...
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?...