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
Top 12 advisor mistakesThere's a good reason financial planners and advisors end up with a job rather than a business, according to Don Schreiber, Jr. Here are what...
May 28, 2008
Shifting retirement landscape drives financial software innovationFinancial planning software is only as good as the advisor who uses it. However, it is an indispensible tool to a successful boomer retirement. The...
May 28, 2008
Balance quantity and quality to retain clientsServing your clients well depends on finding the right balance between the number of relationships and what each relationship is worth, according to David Mullen,...
May 28, 2008
Rewarding poor performanceHere's a surprise. According to the Financial Times, assets at the largest U.S. hedge funds grew by more than a third last year, despite heavy...
May 28, 2008
Boomer basicsWho are the boomers?: There are approximately 78 million boomers, or individuals born between 1946 and 1964, and this generation is approaching retirement. Boomers will...
May 28, 2008
Forever blowing bubblesBefore the current subprime mess hit, too many people referred to the situation as a housing bubble. Incorrect. I've said for some time it was...
May 28, 2008
Six steps to successful credibility marketingAccording to Don Schreiber, Jr. credibility marketing is well suited for financial professionals looking to increase their brand awareness and capture more of the market....