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.
College Savings: Do Your Homework
By Marlene Y. SatterDavid Blain of D. L. Blain & Co., LLC in New Bern, North Carolina, recounts a new client couple who came to him already buried...
July 28, 2010
AllianceBernstein, Fannie Mae Start Off Q2 Earnings for First Week of AugustWhile the bulk of second-quarter 2010 earnings were released in July, a number of financial companies plan to report their latest results in the first week of August, starting with AB and FNMA.
July 27, 2010
The Hartford Names Ritchey to Run Retirement PlansThe Hartford Financial Services Group on Tuesday, July 27, announced that Sharon Ritchey had been named executive vice president of retirement plans.
July 26, 2010
GAO Report Identifies Life Settlement RisksThe Government Accountability Office (GAO) recently released a report determining that regulatory inconsistencies governing life settlements pose a number of risks for consumers and brokers.
July 22, 2010
Health Care Top Benefit for Working BoomersHealth care and paid time off are key benefits to keeping boomers happy at work, a recent survey found. Robert Half, a staffing company, surveyed...
July 22, 2010
The Hartford Names George Eknaian Chief Actuary for Wealth ManagementThe Hartford Financial Services Group announced Thursday, July 22, the selection of George Eknaian as chief actuary for the firm's Wealth Management businesses.
July 14, 2010
EBRI Says Half of Boomers Likely to Outlive their SavingsA high percentage of Americans--even in upper-income categories--are likely to run short of money after 10 or 20 years of retirement. A study by the Employee...
July 14, 2010
Appeals Court Vacates SEC's Rule 151A on Indexed AnnuitiesA federal appeals court on Monday July 12, has sided with agents and others who want the Securities and Exchange Commission (SEC) to classify indexed annuities as insurance products rather than as securities.