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.
Too Good to Be True
By Marlene Y. SatterStuart Egrin, director of regulatory affairs at Invescor, which provides life settlement back office and brokerage services to B/Ds and insurance companies, says that advisors...
December 24, 2009
Advisors: Look at annuities in 2010After the last 12 months, security is on everyone's mind as we roll into 2010. Dow Jones Newswires recently talked to six financial advisors to...
December 24, 2009
Boomers stress most, but not for longThe youngest boomers appear to worry more than any other age group, according to a recent Gallup poll. Over 37 percent of Americans between 46...
December 24, 2009
Job losses lead rising disability claimsAccording to the Social Security Administration, disability claims rose almost 17 percent in fiscal year 2009 and are expected to rise another 10 percent in...
December 17, 2009
Planes, trains and heart surgeryDamn Canadians ... comin' over the border and stealing all our good health care. A co-worker's parents were connecting through Minneapolis when his father suffered...
December 10, 2009
The rank (and file) smell of desperationTalk about a head scratcher. The plan now is to expand Medicare while at the same time gutting it (if such a thing is possible)....
December 10, 2009
Boomers who want to age in place need LTCIMore evidence of the importance of long-term care insurance in your clients' portfolios: According to a recent study by the American Association for Long-Term Care...
December 10, 2009
Boomers instill their own values in technologyTypical of boomers, they insist on applying their own values to technology, a recent report by AARP and Microsoft found. "Boomer ideals were forged in an...