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.
More Things to Watch For
By Staff WriterSteve Zaleznick, CEO of Long Term Care Quote, a company in Gilbert, Arizona, that sells LTC insurance, believes that it is "clearly here to stay,"...
August 07, 2007
Paying for LTC with Pre-tax DollarsA bill was introduced just before Congress's summer recess that would amend the Internal Revenue Code to allow long-term care insurance to be paid for with pre-tax dollars. Under "The Long-Term Care Affordability and Security Act" (H.R. 3363), which was introduced by Reps. Earl Pomeroy (D-ND), Jim Ramstad (R-MN), Allyson...
August 01, 2007
Just Good PolicyNancy Callahan, VP of AIG's Identity Theft and Fraud Division, says that coverage under the AIG Corporate Identity Protection policy is just what advisors need...
August 01, 2007
Inside JobSure, You safeguard your clients' data. But what if an employee decides to make off with your files? The possibility hit the news back in March...
July 30, 2007
Federal Insurance Regulation?A bill was introduced into the House of Representatives on July 26 calling for the creation of an optional national regulator for the insurance industry. The House bill, which is companion legislation to The National Insurance Act of 2007 (S40), was introduced by Reps. Melissa Bean (D-Illinois) and Ed Royce...
July 01, 2007
Reviewing the SituationThe National associAtIon of Insurance Commissioners is taking other actions with regard to the reports of LTC insurance abuses. While NAIC President-Elect Sandy Praeger, insurance...
July 01, 2007
A Long-Term Problem?Last month we looked at the public outcry over long-term care insurance and the resulting repercussions throughout the industry, as companies strove to overcome a...
June 27, 2007
New President for New York LifeNew York Life has a new president. Effective July 1, Ted Mathas will take the helm from Fredrick Sievert, who's retiring. Mathas will continue his role as chief operating officer.