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.
Establishing Effective Disability Policies
By Steve Weydert, CFP, MSReaders 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 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.
July 25, 2011
Why Financial Education Is Now an Advisor’s Best FriendWhy educating retirement plan participants will benefit advisors, even if they're not the ones doing the schooling
July 22, 2011
AARP: Value of Unpaid Caregivers Worth $450 Billion in 2009A report released Monday by AARP’s Public Policy Institute put the value of unpaid care for a friend or family member at $450 billion in 2009.
July 20, 2011
Advisors Helping Advisors Finding the Work-Life BalanceLisa Kirchenbauer and partner Phil Dyer are sharing their experiences with other advisors, with a Tuscany twist.
June 15, 2011
Securitizing Longevity Risk: Are ‘Death Bonds’ a Good Investment?What to know before investing in what Newsweek called “Wall Street’s most macabre investing scheme yet.”