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The Motley Fool
August 13, 2010
Selena Maranjian |
Fraud Targets Fallen Soldiers' Families Unscrupulous insurers may seek to profit from military families' loss.   |
BusinessWeek
August 5, 2010
Capaccio & O'Connor |
Making a Profit on Soldiers' Death Benefits Insurance companies come under fire for holding back billions of dollars in death benefits and paying only a modest interest to beneficiaries. |
Financial Advisor
August 2010
Alan Lavine |
A Good Fit Immediate annuities fit well in retirement income plans. |
Financial Advisor
July 2004
Jeff Schlegel |
The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000. |
Registered Rep.
May 1, 2004
Kevin McKinley |
Taking the Ax Out of Tax An advisor knows a big payday is in the offing if he can prove himself indispensable in figuring out how to get the client the money he needs while helping him cut his tax bill when selling highly appreciated assests. A look at private annuity trusts. |
BusinessWeek
May 8, 2006
Toddi Gutner |
Annuity Exit Strategies Thanks to a nascent secondary market, it is becoming easier to cash out your policy. |
Inc.
December 1, 2009 |
Inventing a New Kind of Life Insurance SalaryShield's pitch is simple: Your paycheck comes home even after you don't. |
Financial Advisor
November 2007
William Glasgall |
Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc. |
Financial Planning
February 1, 2005
Grace W. Weinstein |
Into the Maw Life insurance payouts usually aren't subject to taxes-unless your client makes one of these mistakes. |
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.
June 1, 2008
Stan Luxenberg |
Pay It Out Now that the Baby Boomer generation is retiring in droves, fund companies are focusing on a thorny question: How can retirees obtain reliable income from their investments? |
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?" |
Registered Rep.
April 15, 2014
Alan Lavine |
Rethinking the Need for Immediate Annuities With today's low interest rates, immediate annuities may serve as a good proxy for bonds in older clients' investment portfolios. |
Registered Rep.
August 21, 2012
Alan Lavine |
Avoid These Overlooked Selling Mistakes What better place than Florida, the retirement capital of the world, to see how registered reps can screw up selling something like life insurance. |
The Motley Fool
December 13, 2010
Dayana Yochim |
Keep the Wrong Hands Off Your Money As long as you're filling out gift tags and place cards -- and before visiting family members start getting on your nerves -- it's a good time to check and see whether you've jotted down the right names on your beneficiary forms. |
Entrepreneur
September 2006
Jacquelyn Lynn |
Rest in Peace Ensure company longevity with life insurance policies. |
Financial Planning
March 1, 2008
Martin M Shenkman |
Decision: Unitrust Unitrusts are not broadly understood within the financial planning industry, so knowing when to unitrust and when not to unitrust can give you a leg up with your client. |
Financial Planning
February 1, 2013
George Yacik |
Weighing a Pension Payout Take the money and run? It is a question advisors face as retirees get offered lump-sum bonanzas. |
The Motley Fool
December 28, 2007
Dan Caplinger |
The Case for Insurance-Based Investments Insurance-based investments have a lot of untapped potential. Tax laws favor them, and if you need life insurance anyway, attaching investments to a policy can have some real benefits. Read on for more information. |
BusinessWeek
October 31, 2005
Toddi Gutner |
Wanted: Your Life Insurance Investors are keen to offer "life settlements," where they buy your life insurance policy for cash. Seller beware. Before you grab the money from an eager buyer, get some good advice from a financial planner, an estate attorney, or even your doctor. |
Registered Rep.
October 1, 2006
Stan Luxenberg |
The Best of Both Worlds Is the line between funds and annuities disappearing? Not yet; regulators and corporate bureaucracies insist on separating the two investments. But in the next decade, the distinctions could blur. |
Financial Planning
May 1, 2007
Donald Jay Korn |
Cover Your Assets Proven asset protection vehicles continue to be vital for any planner intent on helping clients shield their wealth. |
Financial Planning
February 1, 2011
Donald Jay Korn |
Heir Loss Beneficiary problems can cause even the best financial plans to go awry. |
Investment Advisor
September 2008 |
Asset Allocation, August 2008 Monthly recommendations from the asset allocation panel. |
Investment Advisor
March 2008 |
Asset Allocation, March 2008 The monthly recommendations from the IA asset allocation gurus. |
Investment Advisor
February 2008 |
Asset Allocation, February 2008 The monthly recommendations from the IA asset allocation gurus. |
Investment Advisor
April 2008 |
Asset Allocation, April 2008 Read on for the monthly recommendations from the IA asset allocation gurus. |
Investment Advisor
May 2008 |
Asset Allocation, May 2008 The monthly recommendations from the IA asset allocation gurus |
Investment Advisor
November 2007 |
Asset Allocation, November 2007 The monthly recommendations from the IA asset allocation gurus |
Financial Planning
September 1, 2008
Martin M Shenkman |
Twistin' Taxes Away Many estate planners aren't aware of a little-known method for using life insurance to benefit illiquid estates, including those containing a family business or those composed largely of real estate. |
Financial Planning
February 1, 2008
Elizabeth O'Brien |
Retirement Income: The New Solutions The boomer retirement wave is here, and so are new products designed to turn their hoarded assets into cash flow. |
Registered Rep.
January 15, 2013
Alan Lavine |
Solving the Riddle of the Immediate Annuity Clients torn between leaving money to heirs or buying an immediate annuity? Here's how to help them decide. |
Investment Advisor
June 2008 |
Asset Allocation, June 2008 Monthly recommendations from this publication's asset allocation panel. |
Investment Advisor
July 2008 |
Asset Allocation, July 2008 Monthly recommendations from IA's asset allocation panel |
Investment Advisor
August 2008 |
Asset Allocation, August 2008 Monthly recommendations from this publication's asset allocation panel. |
Financial Planning
December 1, 2007
Martin M. Shenkman |
High Net Worth: Estate Planning: Your Prudent Practice The Prudent Investor Act offers you an opportunity to grow your trust assets under management. Capitalizing on the complexity and liability fiduciaries face presents a tremendous marketing opportunity for the savvy financial planner. |
Registered Rep.
August 17, 2010
Alan Lavine |
Insuring Clients In Divorce And Second Marriage State laws vary, but with a revocable trust, the person with a power of attorney typically cannot change the beneficiary designations on the life insurance policy. |
Financial Advisor
April 2010
Eric Rasmussen |
Seeking Redemption Managed payout funds stumbled in their debut, but mutual fund companies still think there's a place for them. |
The Motley Fool
August 27, 2004
Tom Taulli |
BlackRock Gets a Piece of Met In the asset management business, to stay competitive companies such as BlackRock need to bulk up on assets by purchasing other companies. |
The Motley Fool
August 11, 2010
Selena Maranjian |
Don't Count on This Retirement Cure-All Annuities might not be right for your retirement. |
Investment Advisor
July 2006 |
Asset Allocation The monthly recommendations from the IA asset allocation gurus: Economic and Financial Market Forecast... Recommended Allocations for a Balanced Portfolio... Behind the Numbers... etc. |
The Motley Fool
February 27, 2008
Matt Koppenheffer |
Investing in Investors There's big business out there for asset managers, and big profits for people investing in asset managers. |
Financial Advisor
May 2009
Mary Rowland |
Insurance As An Investment A consultant makes the case for life insurance being treated as an asset class. |
Registered Rep.
March 18, 2014
Alan Lavine |
Donating Life Insurance It's possible for philanthropic-minded clients to donate their life insurance to charity and get an attractive tax deduction. |
The Motley Fool
April 1, 2004
Dave Braze |
Update Your Beneficiaries After any major life event (marriage, birth, divorce, death), you must re-evaluate who will inherit what. |
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. |
Commercial Investment Real Estate
Jul/Aug 2013
Mary Stark Hood |
Real Estate Gifting Realized: Charitable Remainder Trusts Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. |
Investment Advisor
August 2006 |
Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc. |
Registered Rep.
May 20, 2014
Alan Lavine |
Should You Buy a Critical Care Rider? More than 10 insurers, including American General, Prudential and Nationwide Guardian, have added chronic illness riders to their life insurance policies, according to published reports. |
Registered Rep.
November 30, 2015
Kevin McKinley |
Five Estate Planning Moves Advisors Should Consider You may not be a lawyer, but there are still several strategies you can employ to save money for your clients and their families, while avoiding potential headaches and heartache down the road. |
