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.
Boomers have specific expectations for new homes
By Staff WriterBoomers say it would be ideal to stay in their current home forever, but most are facing the reality that they will need to move...
December 04, 2008
Employers and boomer retirement preparation38.9% - Percentage of workers between 50 and 59 with at least one IRA. 57.5% - Percentage of workers between 50 and 59 with...
December 01, 2008
Rules of AcquisitionAfter AIG's bailout began in September (it had drawn $90 billion from the Federal Reserve by the end of October), the uncertainty in the industry...
December 01, 2008
Covered by a TARP?Reports have been circulating that insurance companies were "getting in line" to receive money from the $700 billion bailout, known as the Troubled Asset Relief...
November 19, 2008
REIT, homebuilder shares fallThe MSCI U.S. REIT index fell 7.6 percent as U.S. homebuilders and real estate companies' shares fell, Reuters reports. The Dow Jones U.S. Home Builders...
November 17, 2008
The tsunami is coming - analysts support Long Term Care Awareness WeekNovember 16 to 22 is Long Term Care Awareness Week. "Awareness is a mild word," says Cameron Truesdell, CEO of LTC Financial Partners LLC. "What they're...
November 17, 2008
Boomers reluctant to buy LTCI; economy is to blameThe economic crisis is forcing boomers to forgo long-term care insurance, according to a new a new survey by the nonprofit LIFE Foundation. Sixty-four percent of...
November 13, 2008
Focus on the right clientsIt may be tempting to focus entirely on your A+ and A clients at events, but that doesn't mean you can ignore your other clients,...