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.
Broker Movement May Well Have a Banner Year in 2015
By Mark ElzweigRecruiting packages likely won't get any better, and watch for the continuing rise of the "Super Independents."
December 16, 2014
Genworth Named Best for LTC and Life Insurance Service: DalbarGenworth was ranked first for the high quality of service in long-term care and third for the quality of service provided to life insurance policyholders.
December 15, 2014
Investors Say No to FINRA’s CARDS Plan"Data from this survey reveals that investors have serious concerns about the CARDS proposal and the risks such a system could pose to their privacy," says SIFMA CEO Bentsen.
December 12, 2014
Under the Hood: What You Need to Know About Sequence of Returns in RetirementThe order of a portfolios returns is just as important, if not more so, than the amount of those returns, especially in retirement.
December 09, 2014
Use of TDFs Surges in 401(k)sThe use of TDFs in 401(k) plans has risen considerably from 2006-2012, according to a new study from BrightScope and ICI.
December 08, 2014
In Search of the Best Financial Planning Software: IntegrationAs I near my decision on which financial planning software to choose, a last-minute integration issue arises.
December 04, 2014
How Will AUM Advisors Weather the Next Market Downturn?With an average profit margin of 22%, not all advisory firms may even survive the next downturn.
December 02, 2014
For Investors, Guaranteed Retirement Money Trumps GrowthConcern over retirement income far outweighs investors interest in portfolio growth.