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Registered Rep.
November 15, 2011
Alan Lavine |
A Good Marriage: Life Insurance and Annuities What do you get when you splice together a life insurance policy and an immediate annuity? A reversionary annuity. Yes, that's a mouthful, but it carries some of the advantages of each and is ideal for certain kinds of clients.   |
Investment Advisor
May 2008
Marlene Y. Satter |
If A Stranger Calls Older clients may be tempted by stranger-oriented life insurance, but beware, it may not be as good as it sounds. |
The Motley Fool
October 30, 2006
Tim Beyers |
Foolish Advice on Life Insurance Life insurance seems simple. And it should be. But more and more agents are selling complex, commission-boosting products that do little for consumers. Be cautious and buy only the minimum. |
Registered Rep.
April 1, 2005
Kevin McKinley |
In Praise of the Lump When a retiring client's employer presents him with a choice between a monthly pension check and a lump-sum payment, the choice is usually a simple one. Accepting the lump is usually the most lucrative choice for the client and the advisor. |
Inc.
December 1, 2009
John Grossmann |
The Start-up From Hell You think your industry is tough? Phillip Walker decided to break into life insurance. |
Registered Rep.
October 19, 2010
Alan Lavine |
How To Manage Life Insurance Death Benefit Payments Tread carefully when you help clients decide what to do with their life insurance proceeds after a loved one dies. |
The Motley Fool
July 23, 2004
Roy Lewis |
How Retirement Pays Off How do you plan to withdraw your retirement funds? |
AskMen.com
Brantley Oakey |
Worst Health Insurance Plans We've compiled a list of the five worst health insurance plans for guys based on value. |
The Motley Fool
October 10, 2006
Dan Caplinger |
Pension Protection or Pilfering? The recent changes to the laws governing pensions are just the latest example of why it's important to think carefully about the choices you have as you enter retirement. |
AskMen.com
Nick Kennedy |
Unnecessary Life Insurance Policies How much of a death benefit do you need? The answer just might be none. |
The Motley Fool
September 26, 2006
Selena Maranjian |
How to Take Your Pension If you've got a pension, you're in the minority of workers today. Here are some tailor-made tips for you. |
Registered Rep.
October 23, 2013
Kevin McKinley |
Five Reasons to Keep a Life Insurance Policy Even a couple who seems to be financially-independent will find that an "unneeded" life insurance death benefit may actually come in handy down the road. |
Registered Rep.
January 1, 2003
Kevin McKinley |
Putting On Heirs In your initial meetings with clients, an answer to one question will give you insight into their values, lives and dreams and create a healthy anxiety that will motivate them to enlist your services. As nonchalantly as possible, ask, "When you die, who will get your money?" |
The Motley Fool
December 3, 2010
Dan Caplinger |
Don't Flub This Million-Dollar Decision Whether to take a lump sum or monthly payments from your pension can make or break your retirement. |
Managed Care
May 2001 |
Outlook Number of uninsured unchanged; policy proposals aim to reduce ranks... |
The Motley Fool
January 13, 2006
Selena Maranjian |
Many Home Insurers Undercharging It's not a bargain when your insurance is too cheap. If you haven't examined how much your home is insured for lately, do so. And perhaps do a little research on the side, too. |
The Motley Fool
February 24, 2009
Dan Caplinger |
The Trend That Could Save Your Retirement One type of defined benefit plan, known as the cash balance plan, has gained growing popularity among employers wanting to do more for their workers. |
