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.
Media as a marketing tool
By Staff WriterSavvy advisors can take advantage of media opportunities as a marketing tool, according to Derrick Kinney in his book, "Master the Media to Attract Your...
Weeding out ag funds
Targeting client priorities
May 28, 2008
Retirement and working80 - Percentage of baby boomers who plan to work at least part time in retirement. 35 - Percentage of boomers who say they'll work simply...
May 28, 2008
Active ETFs need tweakingActive exchange-traded funds may be on the horizon; PowerShares has approached the SEC with a proposal for a group of active ETFs, the first firm...
May 28, 2008
"Enhanced cash" products not equal to money market fundsAccording to the Investment Company Institute, there are a number of products that mimic money market funds, but are not registered with the SEC and...
May 28, 2008
Boomers and volunteering59% - Percentage of boomers surveyed who plan to volunteer in retirement. 70% - Percentage of boomers surveyed who believe it's very important to...
May 28, 2008
The worst ex-Fed chairman ever?I make no bones about the fact that I liked Alan Greenspan better as Fed chairman than as ex-Fed chairman. His comments in the past...
May 28, 2008
Pity the lay journalistWe journalists aren't known for our analytical skills; we're a decidedly right-brained bunch. As subjects go, we're heavy on english and history - math and...
May 28, 2008
Health care REITs: Investor booster shotHealth care REITs posted respectable returns in 2007, and, according to Kevin Fischbeck at Lehman Brothers, will probably continue to do well in 2008. He...