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.
IRAs: Incomprehensible retirement accounts?
By Staff WriterAlthough 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
Mutual fund ownership51,000,000 - The number of U.S. households that own mutual funds. 44 - Percent of U.S. households that own mutual funds. $10,300,000,000,000 - The amount of mutual...
May 28, 2008
Holiday retail rush falls shortAccording to the Wall Street Journal, U.S. shoppers spent furiously in the days just before Christmas. But, holiday retail sales appeared to still fall short...
May 28, 2008
The finance industry is deadWe knew it would happen. In a rather ridiculous story in the Wall Street Journal, "industry analysts" sound off on the future impact of the...
May 28, 2008
Goal-based ownership transfer planThere are three steps for implementing a goal-based ownership transfer plan: Step 1: Determine the goals you want to achieve and reward within your practice. Step...
May 28, 2008
Long-term care coverage: What, me worry?Advisors may finally be coming 'round to the benefits of long-term care insurance, but their boomer clients are still sorely in need of education. One...
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
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...