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.
October 01, 2006
Southern ExposureThe Canadians are coming, the Canadians are coming! Spurred by a strong currency and a mature domestic market lacking in significant growth opportunities, some of Canada's...
September 22, 2006
Protecting the ProtectorsOn September 21, the House of Representatives overwhelmingly approved the Military Personnel Financial Services Protection Act
September 01, 2006
Insurance StreamliningInsurers and investors of all stripes are having their day in the sun this summer with action on major legislation, including the streamlining of specialty...
September 01, 2006
Shelter from the StormTsunami. Hurricane. Earthquake. Civil war. Each is a disaster, with human costs beyond calculating. The destruction of material goods, however, in the form of homes,...
August 02, 2006
Insurers Reduce CostsWhen Raymond James Financial announced earlier this year that it would require insurance companies who provide annuities through Raymond James advisors to make their product offerings simpler and less costly to investors, and volunteered to take less in commissions to enable the insurance companies to reduce costs to clients, it...
August 01, 2006
Insurance MultitaskingLong-term care insurance is frequently a hard sell, until people are older and often ineligible for coverage. Planners thus may be interested in a multifaceted...
July 01, 2006
Reviewing the SituationWhen advisors devise financial plans for their clients, there's plenty of work done on the asset management side. When it comes to asset protection, however,...