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.
Insurance Update: Out in the Open
By Marlene Y. SatterOn March 17, the National Association of Insurance Commissioners (NAIC) approved a compromise version of the climate change survey sent out for comments in 2008....
April 30, 2009
The shores of sunny IowaStill think self-funding is a smart strategy (see Boomer Behavior above)? Sure, if your boomer clients plan to retire to the sunny locales of Iowa...
April 29, 2009
NAIBD beefs up programs to meet growing interestIn response to a surge of interest in the independent advisory business, the National Association of Independent Broker/Dealers (NAIBD) says it's bolstering its independent broker/dealer...
April 29, 2009
Rolling the disability diceSeriously concerning. If boomers fall ill and can't work, they'll rely on friends and family, tap savings or use a credit card to get by,...
April 29, 2009
Good news? P/C profit falls 96 percentIt isn't sexy, but who cares? A bright spot in an otherwise ailing insurance industry -- property/casualty. "Compared with life insurers and many other financial-services companies,...
April 24, 2009
Retirement org defends 401(k)sEmployer-sponsored retirement plans have been under lawmakers' radar recently, especially in regard to 401(k) fees, their ability to allow unbiased investment advice, and their strength...
April 23, 2009
Slump keeps boomer homeowners from movingStagnant moving rates and continued plummeting home sales indicate boomer homeowners aren't going anywhere anytime soon. Fitch Ratings estimates home prices will fall an additional 12.5...
April 22, 2009
U.S. employers to stem cost-cutting measures, survey findsCost-cutting measures like layoffs, and hiring and salary freezes at U.S. employers might have finally peaked, according to a survey from consulting firm Watson Wyatt....