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Financial Planning July 1, 2013 Frank O'Connor |
More Fine Tuning for Variable Annuities Issuers kept busy in the first part of the year, but mainly by changing existing products. |
Financial Planning July 1, 2013 Scott Wenger |
Editor's Note: Disability Insurance, Just In Case Life insurance is a no-brainer, but disability insurance is often overlooked. The consequences can be devastating. |
Registered Rep. May 21, 2013 Alan Lavine |
Avoid Blowing Up a Veteran's Benefits Selling trusts and life insurance to war veterans can be tricky. One misstep could disqualify them from important benefits. |
Registered Rep. March 13, 2013 Alan Lavine |
Old Money For advisors, it pays to insure a client's valuable collectibles, like antiques, rare toys, ceramics or wine; but it's crucial to find reputable appraisers and carriers. |
Financial Planning April 1, 2013 John McCarthy |
Variable Annuities Sliding As carriers move to adjust risk, sales taper off after three straight years of growth. |
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. |
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. December 14, 2012 Mark Miller |
How Much Insurance Do Retirees Need? Usually more than they have now. Under-insurance is an especially acute problem with retired and pre-retirement clients. |
CRM January 2013 Leonard Klie |
Sandy Put Service to the Test Insurers turned to mobile and social technologies to respond to the October superstorm. |
Registered Rep. November 29, 2012 Kevin McKinley |
Getting Out of Health Care Limbo Many clients and prospects have already retired but are not yet eligible for Medicare. Here are their options for getting out of health care limbo. |
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