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.
The trouble with quants
By John SullivanFinancial Times' John Authers is blogging from a quant conference in Vancouver as managers and analysts try to figure out just what the hell went...
May 28, 2008
Investors' choice: Mutual fundsA report by the Investment Company Institute found that over two-thirds of mutual fund owners bought their funds through an employer-sponsored retirement plan, and 43...
May 28, 2008
Keep your schadenfreude in checkI've never been a Spitzer fan, even long before he became client No.9. His initial intentions as New York AG were indeed admirable, but absolute...
May 28, 2008
Building a million-dollar practiceIn order to build a million-dollar practice, David Mullen, author of "The Million-Dollar Financial Services Practice" recommends that: Every client relationship have at least $250,000...
May 01, 2008
Insurable InterestOne of the issues surrounding stranger-oriented life insurance, is that investors providing life settlements in exchange for being named beneficiaries have no insurable interest in...
May 01, 2008
If A Stranger CallsLate in 2007, no less a personage than TV celebrity Larry King made headlines with a financial problem that's becoming increasingly common. In November, King...
May 01, 2008
Recovery RoomThis is a story about a threat to your clients of which you may not be aware, but that you can do something about. It...
April 18, 2008
Kanjorski Calls for Federal Insurance AgencyRep. Paul Kanjorski (D-Pennsylvania), chairman of the House Financial Services Committee's Capital Markets Subcommittee, said at a hearing on financial services reform April 16 that he plans to introduce legislation today that will create an interim federal oversight agency, the Office of Insurance Information, within the U.S. Treasury Department.