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.
THE GLUCK REPORT, Part I: Marketing Wisdom
By Staff WriterHelping 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
THE GLUCK REPORT, Part II: Top Trends In InsuranceFor years, my best sources have referred me to Lee Slavutin whenever I ask about a complex estate planning strategy. In addition to integrity and...
November 01, 2004
Post-Retirement PlanningAfter a long, hard struggle, millions of Americans are just about to reach the promised land of retirement--a time when they can sit back, relax,...
September 01, 2004
Squeeze PlayWhile it was never easy to figure out the long-term-care insurance equation, it's gotten even harder lately. Should you need any illustrations for these difficulties,...
July 01, 2004
Bird in HandRegulators are cracking down on abusive sales tactics by broker/dealers selling annuities. But sales of variable annuities--and, particularly, immediate annuities--continue to grow at a healthy...
June 01, 2004
Passing It OnA family-owned business is one of the most common types that exist today, and is the backbone of American enterprise. The contemporary family business owner,...