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.
Insurance Update: House of Good Repute
By Marlene Y. SatterSuppose you have a client who owns a small chain of elegant cafes, known for using the best ingredients, organic foods, and artisan breads. The...
February 18, 2010
Boomers fill the pewsBoomers are finding religion as they age. Eighty-five percent of boomers say they are affiliated with some religion, according to research from The Pew Forum...
February 18, 2010
California bluesCertain politicians have taken on California's 39 percent health care rate hike as a populist cause. Dumb move, especially with Obamacare teetering on the brink....
February 18, 2010
Social Security collected more than it paid - barelyMore bad news for Social Security. USA Today reports that the program's surplus "nearly evaporated" in 2009, the first time this has happened in 25...
February 18, 2010
2009 saw uptick in annuity salesDespite the recovery felt since March 9, the flight to safety continues in certain sectors. Fixed indexed annuities saw a modest increase in the fourth...
February 18, 2010
Social Security collected more than it paid - barelyMore bad news for Social Security. USA Today reports that the program's surplus "nearly evaporated" in 2009, the first time this has happened in 25...
February 11, 2010
Socialized medicine: We're halfway thereHow much of an impact will Obamacare really have if we're already halfway there? We point to the following horrifying statistic this week from the...
February 11, 2010
The president's bogus challengeRepublicans are rightly skeptical of the president's outstretched hand, given his call for bipartisanship now, only after Scott Brown's win and his back against the...