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.
Use technology to support service
By Staff WriterTo distance yourself from your competitors you need to develop technological strategies that allow you to provide the same quality of service to each of...
May 28, 2008
Where can advisors and reps expect close regulatory scrutiny?Under qualified for oversight? Fines continue to rain down on firms for wrongfully using unregistered executives in key compliance supervisory positions. Research disclosure? FINRA...
May 28, 2008
Limiting bid-ask spreadsClients in exchange-traded funds can't avoid the trading cost caused by "bid-ask spreads" - the small premiums they pay every time they buy and sell....
May 28, 2008
Boomer politics15% - Percentage of people born in 1946 who say they were more conservative and have become more liberal. 20% - Percentage of boomers...
May 28, 2008
IRAs: Incomprehensible retirement accounts?Although 71 percent of people surveyed feel IRAs are worth investing in for retirement income, only 48 percent of people 50 or older actually have...
May 28, 2008
A really weird trend of the weekIn what can only be described as a sign of the times, Goldman Sachs suffered its first decline in year-over-year earnings in 11 quarters and...
May 28, 2008
Credit crunch hits college fundingBoomers routinely wrestle with the dilemma of funding a child's college education versus saving for their own retirement. Unfortunately, the Wall Street Journal reports the...
May 28, 2008
The broker/dealer switch listDo I want to affiliate with a high profile or low profile broker/dealer? Advisors generally fall into one of two categories: those who want the...