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.
Talk to the Commissioners
By Staff WriterArthur Stein, a planner from Bethesda, Maryland specializing in long-term care insurance, had this to say about the problem of the "bad apples" in the...
May 24, 2007
Lincoln Annuity Rider for DC PlansLincoln Employer Markets recently launched a new program for defined contribution plans called i4LIFE Advantage, an annuity rider on DC plans that gives participants the ability to convert their retirement plan savings into lifetime income with an opportunity for growth.
May 01, 2007
What McCarran-Ferguson DoesThe McCarran-Ferguson Act, passed in 1945, offers a number of benefits to the insurance industry that it would otherwise not possess due to federal antitrust...
May 01, 2007
Swept Away?The repercussions from Hurricane Katrina have not yet died down, and the effects may reach much farther than the need to rebuild. Insurance companies are on...
April 01, 2007
Keep Them SatisfiedYou know that clients' feelings about money can have a dramatic effect on the financial plans you craft so carefully for them. Their attitudes on...
April 01, 2007
An Area of Concern?We asked Bruce Temkin, a VP at Forrester Research, his thoughts on why Forrester's survey revealed such a high proportion (72%) of Gen X males...
March 30, 2007
Insurance Group Voices Support for LegislationThe American Council of Life Insurers voiced its support for a bill that would provide special tax treatment for income received by retirees from annuities.
March 22, 2007
More Investment Options in VAsJackson National Life Insurance Company recently added several enhancements to its existing family of variable annuities, in the form of new investment options sub-advised by...