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.
Managing compliance responsibilities
By Staff WriterRegulatory compliance is a crucial part of doing business. Here are some suggestions for efficiently managing compliance responsibilities: Devote resources up-front to compliance efforts. Be...
May 28, 2008
Three skills for effective communicationCommunicating effectively with clients involves three major skills, according to Hendrie Weisinger, in his book "The Emotionally Intelligent Financial Advisor." Use "I" statements to show...
May 28, 2008
Retirement security25% - Percentage of boomers with no savings accounts or investments. 40% - Percentage of boomers who have no life insurance. 13 million -...
May 28, 2008
IRA rollovers: 10 tips to get it rightThe potential business building benefits in the IRA rollover market is staggering - to say the least. But, so are the red flags and potential...
May 28, 2008
Riding high on write-downsYou know it's a weird market when a multi-billion write-down causes stocks to soar. But that's what happened Tuesday after Switzerland's largest bank, UBS AG,...
May 28, 2008
Go beyond a million-dollar practiceTo go beyond a million-dollar practice you should aim to bring in $50 million in new assets each year, according to David Mullen, Jr., author...
May 28, 2008
Clients demand wealth management servicesA survey of financial professionals by NorthStar Systems found that over 88 percent of respondents agree or strongly agree that "a strong wealth management platform...
May 28, 2008
Supreme Court rules on 401(k) lawsuitsThe Associated Press reports that the Supreme Court ruled Wednesday that individual participants in the most common type of retirement plan can sue under a...