Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Boomer retirement: "When it's over, will America look better, worse, or just different?"
By John SullivanMegan Mcardle's piece on retirement in this month's issue of Atlantic Monthly should be required reading for every boomer advisor. Finally, something new and unique...
May 28, 2008
Eight out of 10 advisors say they lack necessary charitable giving expertiseA recent survey from Schwab Charitable on charitable giving found: Wealthy Americans give 8 - 10 percent of annual income to charity, compared with 2...
May 28, 2008
Battle of the fundsWe love the Trend of the Week, if only because ETFs have proven themselves to be the real deal. And once boomer clients got hip...
May 28, 2008
What to look for in the right broker/dealer matchA match in strengths - What do they specialize in (retirement plans, insurance, tax-efficiency)? A match in culture - Small, medium, large? Family atmosphere...
May 28, 2008
Boomer marketing strategies reach new heightsHere's an obvious point that, sadly, too many advisors are still missing. In order to increase their business, advisors should focus on a niche. But...
May 28, 2008
Payout funds show increased popularityWith the promise of a wave of baby boomers leaving the work force, a plethora of new income-generating products are available for retirees. According to...
May 28, 2008
Optimizing profitabilityIn "How to Value, Buy, or Sell a Financial Advisory Practice," authors Mark Tibergien and Owen Dahl suggest poor operating profits are a result of...
May 28, 2008
Why don't politicians take Econ 101?I'm not na?ve. I understand the current political climate. But let's see the stimulus package for what it is; a political gift, not any kind...