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.
Mutual fund mania continues
By Staff WriterDespite recent scandal that rocked the mutual fund industry, and despite the rise of ETFs, SMAs and other alternatives, shareholders' opinions about the mutual fund...
May 28, 2008
Are you profiting from global strife?Last year's predictions by "experts" of a $100 barrel had us skeptical. More hype than sound analysis, we thought. Boy, were we wrong. Oil surged...
May 28, 2008
Social responsibility and consumer loyalty70% - Percentage of boomers who feel a responsibility to "make the world a better place." 57% - Percentage of boomers who try to...
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.
April 01, 2008
Safe as HousesThe subprime mortgage problem is not just for houses any more, as its repercussions permeate the overall economy. There are more difficulties to consider, however,...