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.
Bike Safety: Why Some Clients Might Need Additional Insurance
By Marlene Y. SatterYes, you read that correctly. Bicycles. If you or your clients are under the impression that an auto, renter's or homeowner's insurance policy is an adequate way to cover today's bikesparticularly the sleek and expensive models favored by serious enthusiaststhink again.
July 23, 2014
10 Best & Worst States for RetirementTaxes, sunshine and health care are among Bankrate's critera for picking a good place to retire.
July 16, 2014
Ethical Wills: A Good Way to Get Close to ClientsIt may not be right for all your clients, or for your practice, but helping clients draw up an ethical will can deepen your relationship.
July 11, 2014
Top Portfolio Products: Multi-Strategy ETF Launched by AdvisorSharesPlus, Invesco PowerShares outlines changes to its municipal bond ETFs.
July 10, 2014
Top 12 Countries With Most Millionaires: 2014Wonder where the wealthy live? Capgemini and RBC Wealth Management list the nations with the most high-net-worth individuals.
July 10, 2014
A Pioneer Continues to Sound the Women's Retirement Security AlarmWhile women have grown in their financial knowledge and power since WISER's Cindy Hounsell started educating them 20 years ago, challenges persist.
July 02, 2014
Getting Clients to Share Their SecretsClients are notorious for withholding information and assets from their financial advisors. FinaMetrica gets them to let their guard down.
June 19, 2014
Billion-Dollar Pensions, Nonprofits Favor Equities — for NowNonprofits and pensions managing $1 billion or more in assets hold a substantial portion of their assets in equities, according to Market Strategies International.