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.
Wealthy Worry They Might Be Targets, but Don’t Buy Adequate Protection
By David SpencerOccupy Wall St.? Buffett Rule? The high-net-worth feel they might be sued, but fail to purchase the appropriate umbrella liability coverage.
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.
December 28, 2011
Retirement Reality; Worst Decade; Manage Volatility With Managed Futures: January Investment Advisor—SlideshowIts hard enough to get retirement planning right with all the challenges your clients facemarket volatility, living longer than they imaginedthat could take their savings, but have you considered some of the other challenges they face that could take their lives?
December 26, 2011
Retirement MasterAt 31, Marcia Mantell was thrilled to step into retirement. Not her own but the burgeoning financial services retirement industry. The year was 1992.