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.
No Substitutions
By Marlene Y. SatterIn 2010, the insurance industry was the target of a lot of bad press regarding retained asset accounts (RAAs) that were provided to the beneficiaries of military service members killed in action.
March 19, 2012
Fiserv Launches Online Retirement Illustrator ToolFiserv announced Monday a new Web-based tool called Retirement Illustrator, a interactive retirement income planning tool for its affiliated advisors to forecast the range of performance outcomes of a retirement portfolio.
March 19, 2012
fi360, TRAU Join in Fiduciary, Retirement Education PlanBlaine Aikin, CEO of fi360, says advisors who complete the retirement modules through fi360 get credit toward the C(k)P, while TRAU students can work toward the AIF designation.
March 14, 2012
Rising Cost of Long-Term Care Insurance Squeezes BuyersIn its annual analysis of the premium cost for the most popular policies offered by 10 companies, AALTCI found that on average, a 55-year-old single individual who qualifies for preferred health discounts will pay $1,720 for $165,000$200,000 in current coverage.
March 13, 2012
Wealthy Worry They Might Be Targets, but Don’t Buy Adequate ProtectionOccupy Wall St.? Buffett Rule? The high-net-worth feel they might be sued, but fail to purchase the appropriate umbrella liability coverage.
February 15, 2012
Hedge-Fund Big Paulson Eyes Hartford BreakupAfter a bad year in hedge funds, John Paulson has stepped forward as a shareholder activist to force the insurance company into a breakup.
February 02, 2012
Northwestern Mutual to Recruit 5,000 Finance Professionals in 2012Against a backdrop of high U.S. unemployment along with a shortage of job creation, Northwestern Mutual expects that more than 50% of the new financial representatives will be career changers.
January 16, 2012
Pershing Releases Advisor Business, Succession Planning GuidebookPractical guide from Pershing Advisor Solutions provides workbooks for, and case studies illustrating, successful advisor business and succession planning solutions.