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.
Pension Plans Failing to Account for Rising Life Expectancies: Swiss Re
By Danielle AndrusPension shortfalls will be exacerbated by underestimating life expectancies, says Swiss Re in calling for more effective longevity models.
August 24, 2011
2011 Broker-Dealers of the Year: The Runners UpMore than 5,000 valid votes were cast in this year's Broker-Dealer of the Year balloting. Here are the second- and third-place BDs in our annual readers' poll.
August 24, 2011
Establishing Effective Disability PoliciesReaders of Rx for Disability (Investment Advisor, July 2011) may come away with the mistaken impression that it is difficult for todays medical and dental professionals to obtain individual disability income insurance coverage that meets the articles so-called gold standard.
August 24, 2011
Advisors Embrace Asset-Based LTC InsuranceSales of asset-based long-term care insurance policies, those that offer an LTC component attached to a different kind of policy, are growing by leaps and bounds, and they can be easier for advisors to deal with, according to new data from the American Association for Long-Term Care Insurance, released Tuesday.
August 22, 2011
Want to Retain More Clients? Provide a Different Kind of Retirement AdviceAdvisors who provide broader, values-based guidance in retirement planning are more likely to retain their now more cynical clients when the market takes a turn for the worse.
August 11, 2011
IRA Owners on Brokerage Chopping BlockIndividual retirement account holders may find themselves brokerless if the DOL adopts its proposed fiduciary duty rules.
August 10, 2011
GAO Releases First Study of Long-Term Care InsuranceA Government Accounting Office study of long-term care insurance finds that nearly half of government employees who had purchased coverage chose to accept a rate increase rather than accept reduced benefits.
July 28, 2011
Consumers More Likely Than Ever to Buy Life Insurance DirectInsurance agents are still the preferred way to buy life insurance for many Americans, but they are increasingly turning to direct methods of purchase such as online, phone or mail orders, a survey released Wednesday found.