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.
Widening the View of Risk Tolerance
By Mathew GreenwaldOne of the most valuable services a financial advisor can provide to retired clients is an assessment of the finance-related risks they face.
February 02, 2011
2010 Q4 Earnings: Genworth Mortgage Woes Result in Surprise LossIn an unwelcome surprise, Genworth Financial on Wednesday reported a $161 million net loss in the fourth quarter due to problems in its mortgage insurance business, but good news came from long-term care and wealth management.
February 01, 2011
Beating the OddsWe’ve explored life settlements and their securitization in these pages before, covering everything from legal issues to emotional and medical…
January 31, 2011
Leading Insurers Paid $10.8 Million in Daily LTC ClaimsA report released Monday by the American Association for Long-Term Care Insurance found the 10 leading LTCI companies paid $10.8 million in daily claim benefits in 2010.
January 25, 2011
Insurers Identify Potential Areas for Growth in 2011: ICMGTwo-thirds of insurance firms are looking to add new products or services to their distribution channels in the next year, a survey released Monday by the Inter-Company Marketing Group found.
January 21, 2011
Popularity of HSAs and HRAs Increases in 2010Despite health reform, assets increased in health savings and retirement vehicles.
January 20, 2011
SEC Said to Probe Life Partners on Life ExpectancyLife Partners Holdings, Inc., a company that has been a pioneer in the field of life insurance securitization, is under investigation by the SEC, according to individuals with whom the agency has spoken.
January 20, 2011
Health Care Costs Still Rising, but Rate Slows, S&P FindsAccording to data released Thursday by Standard & Poor’s for the S&P Healthcare Economic Composite Index, health care costs are still rising, but their rate of increase has been slowing since May of 2010.