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.
fi360, TRAU Join in Fiduciary, Retirement Education Plan
By Joyce HansonBlaine 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.
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.
January 13, 2012
Boomers Fear Health Costs Will Overwhelm Them in Retirement: IRIThe cost of health care in retirement is substantial, and many boomers feel they arent prepared to meet those costs, a report released Tuesday by the Insured Retirement Institute found.
January 09, 2012
Cetera Financial to Acquire Genworth FIS Broker-DealerFirm that focuses on tax professionals as advisors will become fourth BD at Cetera.
January 04, 2012
SEC Charges Texas Firm With Life Settlements FraudThe SEC on Tuesday charged Texas-based financial services firm Life Partners Holdings Inc. and three of its senior executives for their involvement in a fraudulent disclosure and accounting scheme involving life settlements.
January 03, 2012
CDC Releases First National Survey on LTC, Non-Nursing Home FacilitiesThe Centers for Disease Control and Prevention released in December the 'first nationally representative survey' of residential care facilities to provide an overview of their role in the long-term care industry.