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.
Insurance Group Voices Support for Legislation
By James J. GreenThe American Council of Life Insurers voiced its support for a bill that would provide special tax treatment for income received by retirees from annuities.
February 08, 2007
NASD Alerts Seniors About Life SettlementsThe NASD is warning seniors about the perils of viatical or life settlements--selling their life insurance policies for cash. For life insurance policies, there is no "transparent secondary market" making it difficult for seniors to tell if they are being offered a fair price; that plus high transaction costs--commissions of...
February 01, 2007
Caught in the UndertowDo your clients own a beachfront retreat in Hilton Head? A second home with a private dock in Boca Raton? A primary residence filled with...
February 01, 2007
A Matter of Life and HealthHealth insurance: we all need it, and though we may sometimes think of the premiums as just one more tax on our income, nobody really...
January 01, 2007
Identity CrisisIf you've already handled the client end of identity theft, what about your own vulnerability? Your business runs on confidential information. Social Security numbers, account...
January 01, 2007
Who Are You?Warnings abound these days to protect your personal information--account and Social Security numbers, PIN numbers and passwords, all the bits and pieces of information that...
December 28, 2006
MassMutual Names New ChairmanMassachusetts Mutual Life Insurance Company announced Dec, 18 that president and CEO Stuart Reese will become chairman of the MassMutual board effective January 1, 2007. Reese, 51, will replace James Birle, who has served as non-executive chairman since June 2005; Birle was named lead director of the board.
December 04, 2006
Merger Fever Strikes Life Insurance AssociationsThe presidents of LIMRA International and LOMA--two international associations that provide their insurance and financial services company members with research, marketing, distribution, and operational services--issued...