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.
April 01, 2007
Keep Them SatisfiedYou know that clients' feelings about money can have a dramatic effect on the financial plans you craft so carefully for them. Their attitudes on...
April 01, 2007
An Area of Concern?We asked Bruce Temkin, a VP at Forrester Research, his thoughts on why Forrester's survey revealed such a high proportion (72%) of Gen X males...
March 30, 2007
Insurance Group Voices Support for LegislationThe American Council of Life Insurers voiced its support for a bill that would provide special tax treatment for income received by retirees from annuities.
March 22, 2007
More Investment Options in VAsJackson National Life Insurance Company recently added several enhancements to its existing family of variable annuities, in the form of new investment options sub-advised by...
March 01, 2007
High-Level SecurityThe wealthy in the U.S. have been riding a steadily and swiftly rising star. While the high-net-worth segment of the population--usually defined as those having...
February 08, 2007
NASD Alerts Seniors About Life SettlementsThe NASD is warning seniors about the perils of viatical or life settlements--selling their life insurance policies for cash. For life insurance policies, there is no "transparent secondary market" making it difficult for seniors to tell if they are being offered a fair price; that plus high transaction costs--commissions of...
February 01, 2007
Caught in the UndertowDo your clients own a beachfront retreat in Hilton Head? A second home with a private dock in Boca Raton? A primary residence filled with...
February 01, 2007
A Matter of Life and HealthHealth insurance: we all need it, and though we may sometimes think of the premiums as just one more tax on our income, nobody really...
January 01, 2007
Identity CrisisIf you've already handled the client end of identity theft, what about your own vulnerability? Your business runs on confidential information. Social Security numbers, account...
January 01, 2007
Who Are You?Warnings abound these days to protect your personal information--account and Social Security numbers, PIN numbers and passwords, all the bits and pieces of information that...