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.
Safe as Houses
By Marlene Y. SatterThe subprime mortgage problem is not just for houses any more, as its repercussions permeate the overall economy. There are more difficulties to consider, however,...
March 01, 2008
Mortgaging the FutureNo doubt you (and your clients) have been watching the subprime meltdown with angst as it plays havoc with clients' investments. Mortgages are defaulting all...
February 01, 2008
Insuring Future SuccessMergers are not the sole province of corporations. Two longtime financial trade organizations have joined the trend to consolidate. However, they will not lose their...
January 01, 2008
Not a Single ThingOne way to keep clients' portfolios sound and healthy is by checking their insurance coverage, and making sure that they're protected against catastrophic lawsuits or...
December 01, 2007
Reduced Rates for Older BuyersAccording to LIMRA international research released in 2006, the chief deterrent to buying a life insurance policy was cost. Even among the affluent, the research...
December 01, 2007
IRS Eyes Insurance SecuritizationThe IRS has begun to scrutinize life insurance securitizations. The law firm of Sidley Austin in New York reports in its latest newsletter that Diane...
December 01, 2007
A Taxing DilemmaAs another year draws to a close and clients find themselves thinking of the future, perhaps one New Year's resolution will be to get around...
November 05, 2007
Insurance EducationThe American College's nineteenth annual Henry A. Deppe Lecture, which provides insurance agents, financial planners, attorneys, and accountants with a forum to learn about changes...