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.
Boomer advisors too reluctant to broach charity topic
By Staff WriterThe United Nations recently scolded Americans for not giving enough to poor countries, but here's a simple fact to make us all feel better; more...
May 28, 2008
Despite Citi's selloff, SIVs still safeWe've been closely following the structured investment market in the wake of the subprime mess, and word comes this week that Citigroup has slashed the...
May 28, 2008
Insuring your clients' retirementDisability insurance protects clients who are injured and unable to work, but missing only a few years of contributions can leave retirement accounts underfunded. Retirement-contribution...
May 28, 2008
John Edwards: The class action candidateThe populist rhetoric of John Edwards kills me. "The gap between rich and poor is widening at a frightening pace," he trumpets. "We must do...
May 28, 2008
Boomer health and wellness14% - Percent of people, aged 50 to 64, who are prevented from working due to disability. 19,225 - Number of shoulder replacements performed and paid...