The full implementation of the Pension Protection Act of 2006 means that financial and insurance professionals of all stripes are now playing in each other’s sandbox. Either they will become fluent in how all of the various planning tools fit consumer’s needs or they will begin to lose sales, get sued by disgruntled clients and heirs or both. Which category do you want to find yourself in?
WOW! 2009 is just about over. We’ve survived a year that started and now ends with great uncertainty. However, as we look [...]
Long-term care provisions of pending health care reform.
Regardless of the fact that many of you are vacationing and taking family time this summer (Susan and I included) [...]
How would you like to earn more than $1,000 in gift cards? That’s exactly what one of our agents did last [...]
Financial planning televangelist Suze Orman is making headlines but not the kind she’d like. She and CNA are being sued by [...]
Several weeks ago I attended the Ninth Intercompany LTCi Conference in Reno, Nevada. For long-term care insurance junkies like me this is the [...]
It seems like only yesterday that I was waking up to the New Year contemplating plans for business and personal [...]
It is hard sometimes not to be transfixed by the goings on in Washington, DC andSacramento. Regardless of your political perspectives I think it [...]
As I head towards my celebration of the Jewish New Year (5769) it is difficult not to take today?s financial [...]