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.
The Hartford Has Big Plans for Wealth Management and RIAs
By Ron PechtimaldjianHartford 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
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...
April 29, 2010
Costs for in-home care rise slower than alternativesA study by Genworth Financial found that while the cost of in-home care is rising, it's doing so at a slower pace than care in...
April 29, 2010
Profit at Symetra Financial Surges in Q1Symetra Financial reported Thursday, April 29, first quarter profits of $46 million, or 35 cents a share, a huge jump compared to 2009's first quarter when net income was $5 million, or 5 cents a share.
April 28, 2010
Help in penetrating the LTCI marketHow long do long-term care insurance claims last? Do claimants typically exhaust limited-duration policies? If you're having trouble with LTCI market penetration due to confusion...
April 28, 2010
Help in Penetrating the LTCI MarketIndustry trade group publishes new guide to aid boomer clients