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.
Global recession fears up
By Danielle AndrusAccording to a Merrill Lynch survey, almost one-quarter of fund managers think the global economy is in a recession, and almost one-half think one is...
August 01, 2008
Careful What You Wish ForLast month we talked with Sandy Praeger, president of the National Association of Insurance Commissioners (NAIC) about changes suggested for the insurance industry within the...
August 01, 2008
Insuring 401(k) Success Via AnnuitiesMichael Salley is one of those ever-growing group of advisors who have become independent and taken their Wall Street knowledge to Main Street, bringing along...
August 01, 2008
Boomers Need LTCI ASAPBoomers have a lot to think about when it comes to their futures: estate planning, retirement planning, funding their children's or grandkids' education. Another decision...
July 30, 2008
Tips for boomer job interviewsHave a boomer client that has to return to work due to current market conditions? The Olympian quotes an AARP study that finds workers 55...
July 30, 2008
SEC extends short selling ruleIn an effort to stop abusive short selling tactics at 19 major financial firms, the Securities and Exchange Commission extended an emergency rule to Aug....
July 22, 2008
Poll shows financial advisors resist knee-jerk reactions to client portfoliosSEI surveyed more than 250 independent financial advisors from around the country and asked whether they are resisting their clients' urges to move assets right...