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.
Principal, Genworth, Hartford Post Robust Earnings
By Ron PechtimaldjianAll three insurers report a big turnaround in Q1 over 2009
May 01, 2010
For Small Businesses, Confusion and Added CostsOf all the debate about healthcare reform, the effect on small businesses seems to have generated the most confusion. Some small business owners appear pleased...
May 01, 2010
The Hartford Has Big Plans for Wealth Management and RIAsHartford Financial Services Group Inc. said April 1 that it would reorganize itself into insurance, annuity, and wealth management businesses. The new wealth management division...
May 01, 2010
What It Will CostAs President Obama signed healthcare reform legislation on March 23, he probably would have wanted the director of the Congressional Budget Office, Douglas Elmendorf, sitting...
May 01, 2010
Easy Rider ReduxLong-term care insurance is complicated. It's also a hard topic to address with clients who often don't want to think about the possibility that they...
May 01, 2010
Healthcare Reform and YouWith President Barack Obama's historic health reform legislation, the Health Care and Education Reconciliation Act of 2010, H.R. 4872, signed into law March 23, advisors...
May 01, 2010
Tax ImplicationsTaxes are, for a change, probably the easiest area to consider when assessing the implications of healthcare reform for advisors and their clients. To be...
April 30, 2010
Fiduciary standard back in play in Dodd reform billA uniform fiduciary standard for all providers of advice is back on the table in the Senate. Supporters, including financial planners, said Friday, April 30, that...