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.
Bring structure to your client's retirement plan
By John SullivanBoomers 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
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....
May 28, 2008
Mutual fund mania continuesDespite recent scandal that rocked the mutual fund industry, and despite the rise of ETFs, SMAs and other alternatives, shareholders' opinions about the mutual fund...
May 28, 2008
The trouble with quantsFinancial Times' John Authers is blogging from a quant conference in Vancouver as managers and analysts try to figure out just what the hell went...
May 28, 2008
Confidence from the conference boardMore good news, and in this market environment we'll take it. The Conference Board announced on Monday that the U.S. leading index increased for the...