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.
A piece of the planning puzzle boomer advisors miss
By Staff WriterDuring the World Cup in Germany in 2006, pickpockets identified wealthy Americans by the tennis shoes they wore. In certain Latin American cities, one wrong...
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....
May 28, 2008
Potential compliance landminesEven for advisors who stick to the ethical high road, it doesn't hurt to know where potential compliance landmines lurk. Here's a look at several...
May 28, 2008
Green, for lack of a better word, is goodNo longer strictly for the patchouli-scented investors, green is now mainstream. Advisors who are skeptical of green efficiencies and marketplace potential should think again. According to...
May 28, 2008
Longer life means increased disability riskIt isn't rocket science, but for some reason boomers just aren't getting it. The longer you live, the higher the risk of incurring some sort...
May 28, 2008
Take advantage of competitionStrong competitors can make you a stronger advisor, according to the authors of "How to Build a Successful 401(k) and Retirement Plan Advisory Business." Steff...
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
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...