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.
Fiduciary standard back in play in Dodd reform bill
By Staff WriterA 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 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
April 15, 2010
Boomers see uptick in disabilityBoomers with disabilities are on the rise, a trend which, surprisingly, contrasts with a decrease in disabilities for people 65 and older. Over 40 percent...
April 15, 2010
Consumers need insurance educationA study by the National Association of Insurance Commissioners bodes ill for American consumers, but demonstrates where you can help your clients. Only 45...
April 15, 2010
Financial advisors - True American heroes"The main difference that we came out of there with was, 'do you want to rein in Wall Street?'" That particular Pelosi quote made my head...
April 15, 2010
Boomers unenthused by changing Roth rulesFew boomers are jumping at the chance to convert their traditional IRAs into Roth IRAs. TheStreet.com reports on a survey by USAA which found...
April 08, 2010
Poor economy highlights the value of LTCIBoomers are seeing the value of long-term care insurance. Nearly three-quarters of LTCI buyers were 55 or older last year, compared with 69 percent...