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.
Back to Basics
By Marlene Y. SatterNew products and strategies proliferate in the insurance industry as companies work hard to keep up with modern needs, but advisors should not lose sight...
March 01, 2006
Still KickingSurvivorship, or second-to-die, insurance serves a multiplicity of purposes in planning--everything from funding trusts to wealth accumulation--but one of its most popular selling points has...
March 01, 2006
Safety FirstFew prudent drivers would take to the road without having their cars adequately insured, even if it were legally permissible. In these days when a...
February 01, 2006
Primed for GrowthAfter rebounding slightly in 2004, sales of variable universal life (VUL) insurance policies dropped 11% in the first three quarters of 2005, according to LIMRA...
February 01, 2005
When Settling Is GoodGood advisors strive to provide value to their clients in many ways. One often-overlooked way involves what may be one of the larger assets an...
February 01, 2005
On the RiseWhen gauging how sales of variable universal life (VUL) insurance policies are faring, one need only look at equity market performance. As the equity market...
February 01, 2005
THE GLUCK REPORT, Part I: Marketing WisdomHelping advisors market their firms over the last eight years, I've seen some bizarre stuff. There was one advisor who wanted his Web site navigation...
January 01, 2005
Do VAs Ever Make Sense?As this new quarterly column makes clear, the answer is both yes and no. You'll have to do the math to find the right solution...