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.
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
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 28, 2008
Aging in placeThe Wall Street Journal's Sara Lin recently reported on the Aging in Place phenomenon, and how it's driving innovation in home appliances and other areas....
May 28, 2008
The trouble with quantsFinancial 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
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
How to build a million-dollar practiceDavid J. Mullen, Jr.'s new book, "The Million-Dollar Financial Services Practice," gets specific: To support a million-dollar practice, you need to bring in $12 million...