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.
LTC Carriers Get Younger and Younger
By Melanie WaddellLong-term care insurance is becoming a staple of financial planning for those in their 40s and 50s according to new research by the American Association...
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
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...
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...
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...
November 01, 2007
On the Agenda: Insurance and RatingsThe hot topics that Congress will continue to debate this year and into 2008 are whether to create an optional federal regulator for the insurance...