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.
GAO Report Identifies Life Settlement Risks
By Danielle AndrusThe Government Accountability Office (GAO) recently released a report determining that regulatory inconsistencies governing life settlements pose a number of risks for consumers and brokers.
July 14, 2010
EBRI Says Half of Boomers Likely to Outlive their SavingsA high percentage of Americans--even in upper-income categories--are likely to run short of money after 10 or 20 years of retirement. A study by the Employee...
July 14, 2010
Appeals Court Vacates SEC's Rule 151A on Indexed AnnuitiesA federal appeals court on Monday July 12, has sided with agents and others who want the Securities and Exchange Commission (SEC) to classify indexed annuities as insurance products rather than as securities.
July 13, 2010
Hartford 'Top 10 Investment Themes for 2010' Report Card Puts Dr. Bob 'On Probation'In a mid-term report card that reviews "Top 10 Investment Themes for 2010," "Dr. Bob" of The Hartford Mutual Funds, gave himself one A grade, four Bs, one C, no Ds, and four Fs for a variety of investing strategies in the first volatile half of 2010.
July 12, 2010
Aon to Acquire Benefits and 401(k) Firm Hewitt AssociatesChicago-based Aon Corp will acquire Hewitt Associates Inc., based in Lincolnshire, Illinois (NYSE:HEW), and merge Hewitt into the Aon Consulting unit in a deal with a value of about $4.9 billion, the companies said Monday, July 12.
July 12, 2010
Schwab, JPMorgan, BofA, Citigroup Kick Off Q2 2010 Earnings WeekAmid a volatile performance recently in the U.S. stock markets, banks, insurers, mutual fund companies, and third-party custodians will start reporting second-quarter 2010 earnings this week, starting with SCHW, JPM, BAC, and C.
July 08, 2010
Stimulating Thoughts On Unemployment BenefitsJust got back from "across the pond," so to speak, and witnessed some of the best of what Europe has to offer. All well and...
July 08, 2010
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.