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Investment Advisor August 2009 Tere D'Amato	Expert's Corner: Time to Talk Insurance Advisors should make sure clients' insurance portfolios are in great shape because they may need them now more than ever.
Financial Planning August 1, 2010 Scott Schutte	Ditch the Declination As clients move past their accumulation years, risk management becomes even more critical to the defense of a solid financial plan.
Investment Advisor April 2009 Lewis Schiff	Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times.
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 Planning January 1, 2009 John J Bowen Jr	Interesting Times This interesting financial environment offers unparalleled opportunities for advisors to grow their businesses and come out of the current mess stronger than ever.
On Wall Street January 1, 2010 Matthew Leung	Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.
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.
Financial Advisor January 2009 Mary Rowland	Getting The Most From No-Lapse Coverage No-lapse universal life keeps growing, but few understand these policies.
Investment Advisor March 2006 Marlene Y. Satter	Still Kicking Estate planners still use survivorship insurance -- when it fits the bill.
On Wall Street November 1, 2009 Parisi & Leung	Intergenerational Wealth Transfer: The New Advisor Challenge A new survey estimates that 80% to 90% of financial advisors lose assets when their client dies -- mainly because the advisor doesn't know the client's children or heirs.
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.
Financial Planning September 1, 2010 Paul Menchaca	Who's Wealthy Now? During today's sluggish recovery from a deep economic recession, the simple fact is that fewer americans, even the rich ones, are immune to financial stress.
Financial Advisor June 2011 Timothy P. McGrath	Expect To Work Harder Advisors need to communicate with clients more and provide them with more active portfolio management.
Registered Rep. April 1, 2008 Alan Lavine	Survivorship Life Back In Favor Despite current laws that reduce the estate-tax bite, survivorship life insurance is making a comeback as an estate-planning tool among some advisors.
Financial Planning January 1, 2010 John J. Bowen Jr.	Beyond Investments Your affluent clients want help protecting, enhancing, transferring and donating their wealth. Are you ready to meet their needs?
Registered Rep. June 1, 2006 Kevin McKinley	Premium Option When financial advisors start offering life insurance to their clients, they soon learn how wide the divergence is between term and permanent policies. Permanent policies are much more lucrative for advisors and provide some cash for clients during their lifetime.
Registered Rep. July 16, 2013 Alan Lavine	Insurance Strategies to Build Wealth When it comes to life insurance, rarely does one size fit all. So why not tailor a policy to fit your client's investment and estate plans?
Financial Advisor January 2012 Gail Liberman	State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance.
Financial Planning October 1, 2006 Cal Brown	Legacy Planning Clients want to pass on more than money to their heirs. Once legacy planning is complete, there are many benefits for clients, their children and the planner.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
Financial Advisor November 2004 Alan Lavine	Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s.
Financial Planning September 1, 2011 Suzanne McGee	Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
On Wall Street January 1, 2013 Mira Fine	Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone.
Investment Advisor January 2009 Kara P. Stapleton	Passing It Along Advisors take note: Despite the market maelstrom that has slashed the value of portfolios left and right, there is still plenty of wealth that is on the brink of being transferred from one generation to another.
Financial Planning March 1, 2013 Martin Shenkman	Wealthy Need New Trust Strategy With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change.
Registered Rep. January 1, 2007 Nancy Opiela	Love, Life...Insurance In general, life and health insurance are subjects financial advisors discuss reluctantly and infrequently. But they're tools that are essential to wealth management.
Financial Advisor March 2012 Bernie Clark	The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.
Registered Rep. November 1, 2004 Kevin McKinley	The Age Game Whether your clients' estates are under or over the "death-tax" threshold, the following strategies will help ensure your clients' family wishes will be met in the most tax-efficient and cost-effective manner.
Investment Advisor July 2008 Lewis Schiff	A Special Kind of Life Insurance Private Placement Life Insurance is not for everyone, but for those clients who are concerned about estate taxes and have sufficient assets to protect, PPLI offers tax-advantaged hedge-fund investing and other benefits.
Financial Planning August 1, 2008 John J Bowen Jr	Wide-Angle Lens Too many advisors focus almost exclusively on their clients' investments and ignore a number of other important areas.
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.
Financial Advisor September 2010 David B. Armstrong	Stronger Bonds Conducting liability reviews with clients will strengthen your relationships with them.
Financial Planning February 1, 2005 Jennifer A. Liptow	White Paper Oh, Woe (What a $10 Million Nest Egg Brings): Many wealthy individuals haven't taken the basic steps necessary to protect their assets, leaving their legacy and their families' financial security to chance.
Registered Rep. April 1, 2005 Kristen French	The State of Estate Planning Tax planning for estates took a hit in 2001 when the White House decided to repeal the estate tax in 2010. As the debate drags on over whether to make that repeal permanent, advisors and investors are deciding it's better to do something rather than nothing.
Financial Advisor February 2004 Grove & Prince	Learning More About Clients With the Whole Client Model How to find out what you need to know about a financial planning client.
Financial Advisor November 2003 Eric L. Reiner	Try, Try Again Sales may be down, but advisors are still using survivorship insurance to plan for an estate-tax bite.
Investment Advisor March 2009 Melanie Waddell	Searching for Security As affluent retirees' worries about their financial well-being continue to mount due to the market and economic swoon, sales of immediate annuities are seeing a significant spike.
On Wall Street June 1, 2012 Denise Federer	The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
Financial Planning September 1, 2006 John J. Bowen	Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.
Registered Rep. September 1, 2005 Grove & Prince	Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors.
Financial Advisor January 2004 Grove & Prince	Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client
Financial Advisor November 2006 Tracey Longo	Conference Roundup Meeting the demands of baby boomer clients led content at the 8th Annual Financial Advisor Symposium.
Registered Rep. February 2, 2011 Charles Paikert	Even The Rich Are Worrying About Retirement "There's a newfound feeling of vulnerability among wealthier clients," said Lyle LaMoth, head of U.S. Wealth Management for Merrill Lynch Wealth Management.
Financial Planning February 1, 2007 Len Reinhart	Longevity Insurance Wealthy baby boomers fear outliving their money, but they want more than immediate annuities. For financial advisors, there are three action points to follow to help ensure your clients' peace of mind.
Registered Rep. November 1, 2005 Todd K. Ballenger	Trading Down to a Better Retirement Without preying on your clients' fears, you can use the concern over the real estate bubble to do something that financial advisors should have been doing all along: talk about real estate as part of the comprehensive investment plan.
Financial Planning June 1, 2010 Gregory Salsbury	A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions.
Financial Advisor January 2009 Ray Fazzi	Retirement Dreams Deferred Vanguard Group's Fran Kinniry addresses why what some call the lost decade for equities shouldn't cause clients to bail at just the wrong time.