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.
ING Helps DC Advisors Rise Above Competition in New World of Fee Disclosure
By Joyce HansonINGs new program offers practical guidance on how advisors can create a value proposition and a service commitment that address the needs of plan sponsors.
August 27, 2012
Life Settlements—Are They Back?One question financial advisors should be asking themselves today is whether life settlements have returned to the fold as a viable tool in their clients planning strategies.
August 27, 2012
5 Tips for Advisors to Benefit From a Post-Fee-Disclosure WorldFor advisors who serve retirement plan sponsors, the DOLs fee disclosure rule that goes into effect on Aug. 30 is a business opportunity, says 401(k) Coach Charlie Epstein.
August 21, 2012
2012 Broker-Dealers of the Year; Top Wealth Managers: September Investment Advisor—SlideshowSeptember is our annual broker-dealer issue and includes the 22nd annual Broker-Dealers of the Year contest.
August 21, 2012
The Meaning of LifeSeptember is Life Insurance Awareness Month whoa, wait; stop. Stay with me.
August 21, 2012
Life Partners: Grow Your Practice With an Insurance PartnerBetween the ongoing market volatility and the rapid evolution in insurance products, its easy to see why many financial advisors arent talking to their clients about life insurance.
August 21, 2012
Too Much of a Good Thing?In mid-July, John Ryan of Ryan Insurance Strategy Consultants in Greenwood Village, Colo., advised clients that extensive changes were coming for Genworths long-term care insurance product line and for its underwriting.
August 20, 2012
New Professional Retirement Designation Added by American CollegePractitioners have told us they need more information about retirement income strategies in order to better serve their clients, says American College President and CEO Larry Barton.