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.
Are you profiting from global strife?
By Staff WriterLast year's predictions by "experts" of a $100 barrel had us skeptical. More hype than sound analysis, we thought. Boy, were we wrong. Oil surged...
May 28, 2008
Building a million-dollar practiceIn order to build a million-dollar practice, David Mullen, author of "The Million-Dollar Financial Services Practice" recommends that: Every client relationship have at least $250,000...
May 01, 2008
Insurable InterestOne of the issues surrounding stranger-oriented life insurance, is that investors providing life settlements in exchange for being named beneficiaries have no insurable interest in...
May 01, 2008
If A Stranger CallsLate in 2007, no less a personage than TV celebrity Larry King made headlines with a financial problem that's becoming increasingly common. In November, King...
May 01, 2008
Recovery RoomThis is a story about a threat to your clients of which you may not be aware, but that you can do something about. It...
April 18, 2008
Kanjorski Calls for Federal Insurance AgencyRep. Paul Kanjorski (D-Pennsylvania), chairman of the House Financial Services Committee's Capital Markets Subcommittee, said at a hearing on financial services reform April 16 that he plans to introduce legislation today that will create an interim federal oversight agency, the Office of Insurance Information, within the U.S. Treasury Department.
April 01, 2008
Safe as HousesThe subprime mortgage problem is not just for houses any more, as its repercussions permeate the overall economy. There are more difficulties to consider, however,...
March 27, 2008
LTC Carriers Get Younger and YoungerLong-term care insurance is becoming a staple of financial planning for those in their 40s and 50s according to new research by the American Association...