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.
Insurers Reduce Costs
By Staff WriterWhen Raymond James Financial announced earlier this year that it would require insurance companies who provide annuities through Raymond James advisors to make their product offerings simpler and less costly to investors, and volunteered to take less in commissions to enable the insurance companies to reduce costs to clients, it...
June 01, 2006
Back to BasicsNew products and strategies proliferate in the insurance industry as companies work hard to keep up with modern needs, but advisors should not lose sight...
May 01, 2006
The Whole PictureBeyond helping clients grow their assets, advisors need to know what's available to protect their clients' financial security and quality of life. To that end,...
April 01, 2006
Meeting the Need for IncomeA host of financial services firms are coming out with new products to help advisors protect their retirees' income streams--everything from annuities that offer longevity...
March 01, 2006
Still KickingSurvivorship, or second-to-die, insurance serves a multiplicity of purposes in planning--everything from funding trusts to wealth accumulation--but one of its most popular selling points has...
March 01, 2006
Safety FirstFew prudent drivers would take to the road without having their cars adequately insured, even if it were legally permissible. In these days when a...
February 01, 2006
Primed for GrowthAfter rebounding slightly in 2004, sales of variable universal life (VUL) insurance policies dropped 11% in the first three quarters of 2005, according to LIMRA...
February 01, 2005
THE GLUCK REPORT, Part I: Marketing WisdomHelping advisors market their firms over the last eight years, I've seen some bizarre stuff. There was one advisor who wanted his Web site navigation...