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.
Easy as 1-2-3
By Staff WriterRonald Duska and David Cordell, of The American College, outline steps advisors can take to develop an ethical practice in "Readings in Financial Planning." There...
June 01, 2008
New report names most useful baby boomer WebsitesAs boomer advisors know, anyone can crunch numbers and develop a retirement plan. It's superior service and the added-value you bring that truly separates you,...
June 01, 2008
How to get your part of the largest wealth transfer in historyBoomers have money and still want to change the world. This simple "A" plus "B" equation means the "C" is a potential revenue source for...
June 01, 2008
Boomers and McCain - Old and in the way?Regardless of what you think of his politics, is John McCain too old for the Whitehouse? Most political talking-heads agree the question is a political...
June 01, 2008
Heating Up the DiscussionWhile industry trade groups are opposed to the mandatory disclosure requirements of the National Association of Insurance Commissioners' (NAIC) Climate Risk Disclosure Proposal, groups such...
June 01, 2008
Telling All?Now that climate change seems to be on everyone's lips, the talk in the insurance industry is getting hot about disclosure. The fallout from trying to...