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.
SEC votes to consider surprise examination rules
By Staff WriterIn a unanimous agreement Thursday, the Securities and Exchange Commission voted to consider proposals that investment advisors who manage or have access to client assets...
May 14, 2009
(In)sure to failSeems now most agree the Bush Administration did -- or at least tried to do -- something right. Their attempt in 2005 to reform "the...
May 13, 2009
Social Security's underfunding - what does it mean for boomers?Social Security trust fund reserves are supposed to be dry by 2037, according to a report released Tuesday by The Social Security Board of Trustees....
May 07, 2009
SEC to defend indexed-annuities ruleAttorneys representing the Securities and Exchange Commission will appear in a federal appeals court Friday to defend the agency's new rules which classify indexed annuities...
May 05, 2009
Bernanke forecasts slow recoveryIn testimony before the Congressional Joint Economic Committee Tuesday, Federal Reserve Chairman Ben Bernanke said it is expected that economic activity will bottom out...
May 04, 2009
Schapiro: SEC reviewing target-date fund disclosuresSEC Chairman Mary Schapiro continued her promises to aid investors in a speech at the Mutual Fund Directors Forum conference in Washington. Among other issues,...
May 01, 2009
The Affluentialist: Why The Affluent Need LTC InsuranceSurprising economic times can reveal fault lines in previously solid assumptions. The conventional wisdom was that the wealthy would pay for long-term nursing care out-of-pocket...
May 01, 2009
Changing ClimateJoel Ario, Pennsylvania insurance commissioner and chairman of the NAIC Climate Change and Global Warming Task Force, says that how NAIC addresses climate change in...