Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Study finds surprising attitudes among high-net-worth boomers
By Staff WriterA recent AARP study finds that: The majority of boomer "elites" feel that they are always on top of their finances (91 percent vs. 80...
May 28, 2008
The dangers of boomer inflationRegular readers know I often look to Brett Arends for cool-headed logic, and the Wall Street Journal columnist once again doesn't disappoint. I've worried for...
May 28, 2008
Managing compliance responsibilitiesRegulatory compliance is a crucial part of doing business. Here are some suggestions for efficiently managing compliance responsibilities: Devote resources up-front to compliance efforts. Be...
May 28, 2008
Banks push reverse mortgages for boomersAccording to the Wall Street Journal, reverse mortgages are one part of the mortgage market that aren't drowning in the subprime sea. Reverse mortgages can...
May 28, 2008
IRA rollovers: 10 tips to get it rightThe potential business building benefits in the IRA rollover market is staggering - to say the least. But, so are the red flags and potential...
May 28, 2008
Clients demand wealth management servicesA survey of financial professionals by NorthStar Systems found that over 88 percent of respondents agree or strongly agree that "a strong wealth management platform...
May 28, 2008
Supreme Court rules on 401(k) lawsuitsThe Associated Press reports that the Supreme Court ruled Wednesday that individual participants in the most common type of retirement plan can sue under a...
May 28, 2008
Critical information about your boomer clientsStop. Don't delete. You need this information. We realize in today's frenzied world of next-generation-this and killer-app-that, you need more than a monthly glossy to...