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.
GLBT members uncomfortable in financial planning environment
By Staff WriterA new Harris Interactive survey reveals members of the gay, lesbian, bisexual and transgender community are not as comfortable in the current environment provided by...
July 01, 2008
Questions to facilitate changeFor an advisor, changing broker/dealers could be one of the most difficult decisions to make. If advisors aren't getting everything they need from their current...
July 01, 2008
UMA integration within the broker/dealer - In their own words"We've been working on a unified managed account platform to better serve our advisors who manage assets on fee-based platforms. Our UMA platform will provide...
July 01, 2008
Poor reasons to switch B/DsFor all of the good reasons to rethink a relationship with a broker/dealer, there are some bad reasons, too. Some of the more prevalent mentioned...
July 01, 2008
What advisors wantPaperless office tools (imaging and workflow) Pre-filled forms e-Signature capabilities Seamless systems integration Central repository for all client assets and information (bank balances, wills,...
July 01, 2008
One Forward, Two Back?This past March the Department of the Treasury released its Blueprint for a Modernized Financial Regulatory Structure, which sets forth an argument for the need...
July 01, 2008
If It Ain't Broke...Sandy Praeger, president of the National Association of Insurance Commissioners (NAIC) and Kansas insurance commissioner, is critical of Treasury's plans for overhaul of the insurance...
June 30, 2008
How the new deficit reduction act affects long term care insuranceIn 1985, the House Committee on Energy and Commerce issued the following statement: "Medicaid is, and always has been, a program to provide basic health coverage...