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.
Foundation for Financial Planning
By Staff WriterIn recognition of her good work, we made a donation to the Foundation for Financial Planning in Judy Seid's name. Jim Peniston, the Foundation's executive...
July 09, 2009
States aid in purchase of long-term careColorado is the latest state to enter a private-public partnership program to encourage the purchase of long-term care. Such partnerships were established by federal...
July 09, 2009
Boomers drive entrepreneurial trendEconomists know that entrepreneurship will drive the economy back to health, but many people may be surprised to learn that the baby boom generation...
July 01, 2009
The IRS Weighs InIf past participants of stranger-owned life insurance were promised easy money at no cost, the rules of the game have changed. In May 2009, the...
July 01, 2009
Insurance Update: Classroom or Courtroom?After a series of high-profile actions in his position as New York's top insurance regulator--the most powerful regulator's post in the country, thanks to its...
July 01, 2009
Expert's Corner: When A Sure Thing Goes BustIf you have ignored the latest schemes dreamed up by enterprising insurance agents to sell large life insurance policies, it is time to get educated...
June 29, 2009
NAVA CEO Sees No Need for Additional Insurance RegulatorWeatherford also reaffirmed NAVA's commitment to the consumer protection principles of transparency, suitable sales and education, and training.