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: Along for the Rider
By Marlene Y. SatterIf your clients are looking for limited disability coverage without taking on a whole new policy, they could look at life insurance. Life insurance policies these...
January 21, 2010
Brown is the new blueThe biggest loser from Tuesday's special election? Ironically, Mitt Romney. Massachusetts sent a strong message that they think his universal health care plan sucks, and...
January 21, 2010
Boomer success depends on advisorsThis just in - investors who get regular financial advice make better decisions than those who rarely or never get professional advice. While hardly surprising,...
January 21, 2010
SSA's 'hold harmless' provision harms boomersMaybe we should rethink waiting for full retirement age to claim Social Security benefits. Some Medicare beneficiaries are seeing their premiums increase 15 percent in...
January 20, 2010
Sun Life's New Partner: The Miami Dolphins2010 Super Bowl to be played in Sun Life Stadium
January 07, 2010
Assisted living - Only for the well-offAssisted living facilities are more accessible to the wealthy, writes BusinessWeek. The magazine cites research from a recent study that shows assisted living facilities are...
January 07, 2010
Working boomers are unsatisfied, worriedAt a time when jobs are hard to come by, satisfaction is falling dramatically. A report by The Conference Board, which looks at job satisfaction...
January 07, 2010
The new tax reform train wreckYour choice of affiliation model could soon be wirehouse, independent, bank or ... the federal government. We've learned to take at least one White House...