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.
A case study in political fecklessness
By John SullivanDavid Wessel's piece in today's Wall Street Journal is a case study in political fecklessness. Wishing something were true is a job for my...
February 04, 2010
Disability insurers enjoy moderate successFourth quarter profits for several insurers beat analysts' expectations, Reuters reports, if only slightly. Profits for supplemental disability insurance provider Aflac were boosted by strong sales...
February 04, 2010
New association aims to transfer longevity risk to capital marketsOur fellows across the pond are making a move to shift longevity risk to capital markets. The Life and Longevity Markets Association is a group...
February 01, 2010
Insurance Update: Along for the RiderIf 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 27, 2010
Boomers own half of BritainMembers of the post-war "baby boom" generation own almost half of all the peronal wealth in the country, according to London's Telegraph newspaper. People under 45,...
January 21, 2010
Health care costs top economy as boomer concernMore boomers are concerned about the cost of health care than the state of the economy, according to a recent report. The survey by CPH...
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,...