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Investment Advisor
August 2009
Marlene Y. Satter |
Side Effects Advisors might want to take a look at clients' term life insurance coverage.   |
Investment Advisor
October 2009
Marlene Y. Satter |
Insurance Update: Coverage Options Expand An effort to write new business makes it easier to buy disability insurance. |
Investment Advisor
October 2009
Marlene Y. Satter |
The Multilife Market A new marketing emphasis these days in disability insurance is multilife sales. |
Investment Advisor
September 2007
Marlene Y. Satter |
In the Meantime Despite the recent bad press, you still have to recommend long-term care insurance to your clients. What do you do? |
Investment Advisor
November 2007
Marlene Y. Satter |
The Swinging Pendulum For a while, disability insurance was tough to get, but it's loosening up now. Here are some ways financial planners can help. |
The Motley Fool
August 3, 2007
Dan Caplinger |
When to Buy Long-Term Care Insurance Long-term care insurance pays out financial benefits to help you pay the expenses of nursing homes and home health care. Should you buy now, wait, or just skip the whole thing? |
Financial Planning
September 1, 2011
Joseph A. Tomlinson |
Is Long-Term Care Insurance Worth It? It requires a big investment of time for advisors to learn enough about long-term-care insurance to be helpful to clients. |
Investment Advisor
July 2007
Rosanne Grande |
"A Piece of Paper or a Place to Live?" Here are some key issues that must be addressed before advising financial planning clients to purchase a long-term-care insurance policy. |
Investment Advisor
December 2006
Marlene Y. Satter |
Physician, Insure Thyself After a long dry spell, physicians and dentists are once again able to get disability insurance coverage that matters. Here is how financial advisors can help. |
Investment Advisor
April 2010
Ron Pechtimaldjian |
Economy Alters Buys of LTC Insurance The age of purchasers of long-term care insurance in 2009 increased for the 55-and-older group over 2008. |
Financial Planning
January 5, 2008
Stacy Schultz |
5 Questions What role should insurance play as baby boomers retire?... What financial products are most valuable for baby boomers?... etc. |
Registered Rep.
November 20, 2012
Alan Lavine |
Lock into Long-Term Care with Hybrid Policies Combining life insurance and annuities with long-term care policies can protect against premium hikes or the risk of never making a claim. Here's how to make sure they are right for your clients. |
BusinessWeek
February 21, 2005
Peter Coy |
Scared To Death Of Life Insurance Choosing the amount of coverage is hard. The trick is to think like an economist. |
The Motley Fool
November 4, 2011
Robert Brokamp |
Give Your Life Insurance a Checkup Are you getting the right amount of life insurance? |
Financial Planning
April 1, 2007
Marshall Eckblad |
LTCI Gets a Second Wind Long-term care insurance is regaining credibility, thanks to financial planners. |
Registered Rep.
August 15, 2011
Alan Lavine |
Investors Flock to Variable Annuities With Guaranteed Benefits, But Beware Retiring baby boomers are pouring their money into variable annuities with guaranteed lifetime withdrawal benefits. |
The Motley Fool
March 23, 2004
Dayana Yochim |
Avoid Inflation Deflation So how do you figure out how big of a drag inflation will be in retirement? Don't leave it to chance: Incorporate inflation into your calculations. |
The Motley Fool
December 15, 2005
David Braze |
Some Final Words on Long-Term Care Do your research on long-term care options now, while you can calmly and rationally evaluate your options. If you do so today, then you and your loved ones won't have to make rushed decisions later. |
The Motley Fool
July 27, 2004
Dayana Yochim |
Are Your Dollars Dragging? Don't let inflation erode your lifetime savings. Calculate your future spending money. |
Registered Rep.
October 17, 2011
Alan Lavine |
Tune Up: Sometimes It Makes Sense to Exchange a Client's Life Insurance Policy Today's life insurance policy may provide more benefits at a lower cost than coverage purchased more than a decade ago. |
Registered Rep.
September 30, 2009
David A. Geracioti |
Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled. |
On Wall Street
September 1, 2010
Matthew Leung |
Here Today, Here Tomorrow - New Sources Of Income For Retirement It's official. Pensions and social security are no longer viewed as the primary sources of retirement income. |
Registered Rep.
December 18, 2012
Alan Lavine |
Uh, Sorry...Can We Have That Back? Several insurance companies are following in the footsteps of The Hartford and offering to buyback variable annuities with guaranteed lifetime income. Should your clients take the cash? |
Registered Rep.
January 1, 2007 |
Insuring Your Future with Insurance? Insurance is an important component of wealth management, and too few reps have made the effort to fit it into client portfolios. Insurance is something you need to know how to use. |
Financial Advisor
September 2012
Alan Lavine |
The Price Of Old Age Longevity insurance may appeal to some clients who want guaranteed income late in life. |
Financial Advisor
February 2004
Dorothy Hinchcliff |
To Buy Or Not To Buy? That's still a big question for clients when it comes to long-term care insurance. |
The Motley Fool
February 1, 2005 |
Long-Term Care Insurance Tips If you're in the market for long-term care insurance, good for you! It's not something to ignore, and many of us would be smart to get it. |
On Wall Street
September 1, 2013
Mason Braswell |
Pitfalls of Long-Term Care Insurance Products Designed to allay your clients' worst fears about aging, these insurance products sometimes come with their own nightmares. |
Investment Advisor
June 2009
Marlene Y. Satter |
What's In A Name There are several different classifications of insurance advisors should be aware of. |
Registered Rep.
October 21, 2014
Alan Lavine |
Should You Use Term Insurance for Younger Clients? Financial advisors often favor term insurance for young couples. The cost savings over permanent life can be used to fund other financial planning needs. |
Financial Advisor
February 2010
Leslie Scism |
Latest Look Redesigned variable annuities are pitched to investors. |
Financial Planning
April 1, 2008
Elizabeth O'Brien |
Take Cover Complex state insurance laws and federal tax regulations have hampered financial firms' efforts to provide health benefits for their independent advisors. Yet advisor demand has spurred action and changes. |
The Motley Fool
April 23, 2009 |
Why You Need a Renewable Term Life Policy How to attain ongoing life insurance coverage regardless of your health. |
Reason
March 2009
Ronald Bailey |
Pay Up A new study, by economists at Brigham Young University, the Brookings Institution, and the National Bureau of Economic Research, found that community rating raises premiums by 10 percent to 17 percent for individual policies and by 21 percent to 33 percent for family policies. |
Registered Rep.
January 18, 2011
Alan Lavine |
Insurers Raising Premiums, Changing Terms on Long-term Care Policies If you're selling long-term care insurance to clients, it's best to stay away from carriers with a history of raising premiums or discontinuing other types of insurance coverage. |
Investment Advisor
August 2009
Melanie Waddell |
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement. |
The Motley Fool
July 5, 2006
Dan Caplinger |
Get an Insurance Checkup: Part 1 The purpose of insurance is to protect you against risks that you face, and because the risks you face change over time, your insurance needs change over time as well. |
Financial Planning
October 2, 2007
Elizabeth O'Brien |
White Paper - A Balancing Act When constructing a retirement income solution, advisors must weigh subjective factors such as the client's individual risk tolerance and the desire to leave assets to heirs. |
The Motley Fool
January 25, 2005
Dayana Yochim |
Defy the Effects of Gravity Don't let your retirement portfolio get old and droopy. |
Registered Rep.
April 24, 2015
Mark Miller |
Inflationary Effects On Seniors The inflation rate experienced by seniors is higher than that of the overall economy. |
Financial Advisor
August 2012
Robert Kreitler |
Drawing A Hard Line How advisors can use critical path strategies to provide cash flow in retirement. |
Finance & Development
March 2010
Ceyda Oner |
Back to Basics: What Is Inflation? It may be one of the most familiar words in economics. What, then, is inflation, and why is it so important? |
Financial Advisor
July 2011
Gail Liberm |
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. |
The Motley Fool
December 5, 2008
Dan Caplinger |
Can You Afford This Bailout? Companies including MetLife, Manulife Financial's John Hancock division, and Genworth Financial have increased long-term care premiums -- increases that many policyholders never expected to see. |
The Motley Fool
April 4, 2007
Selena Maranjian |
Making Long-Term Care More Affordable Here are some tips to lower long-term care insurance premiums. |
Investment Advisor
May 2009
Lewis Schiff |
The Affluentialist: Why The Affluent Need LTC Insurance The high cost of health care was the second chief concern of wealthy Americans in a recent Northern Trust survey. |
BusinessWeek
April 14, 2011
Tom Keene |
Tom Keene Talks to Goldman's Jan Hatzius Goldman Sachs's chief U.S. economist offers his views on inflation and the budget deficit |
The Motley Fool
November 30, 2009
Amanda B. Kish |
Is the Government Manipulating Inflation Data? Inflation may actually be worse than the government would lead us to believe. Even investors who are currently in retirement need a hefty dose of stocks to keep up with inflation. |
The Motley Fool
March 4, 2004 |
Term vs. Cash Value Insurance Don't spend more than you need to on insurance. Deciding if you need term life or cash value insurance. |
Investment Advisor
March 2006
Robert F. Keane |
Safety First No one wants to pay for E&O insurance, but advisors admit it helps them sleep better. |
