Life

Life insurance sales >>

Steve Savant
Life insurance as an income product — you can’t set it and forget it
Article posted by Steve Savant
You’d think in the name of full disclosure, we would caution consumers at the point of sale about the dangers of mismanaging the policy and the dire consequences of surrendering or allowing the policy to lapse.

More from Life insurance sales

Life products >>

SchiffBenefits
Phantom stock plans
Article posted by Matthew Schiff
The benefit provided to the key employee under the simplest form of phantom stock plan equals the appreciation in the value of the “phantom” stock between the date the employee is credited with the phantom shares and the date the benefit is paid.

More from Life products

Combo Products >>

INERTIA / ASG
The power of the Pension Protection Act
Article posted by Mike Padawer
Many annuity owners now realize they may need to use those assets to cover long-term care expenses during retirement. Simply put, since the original goal for these annuities has changed over time, it may be time to consider leveraging the power of The Pension Protection Act of 2006 (PPA).

More from Combo Products

Estate Planning >>

James Katzaman
Business calling: Small to medium enterprises need benefits help
Article posted by Jim Katzaman
Going into business can be exciting, but the reality brings great responsibility. A business owner is not only responsible for the success of the business, but also for the employees and the families who rely on them.

More from Estate Planning

Life Settlements >>

Christopher P. Hill, RFC
End of life planning — the missing piece to the financial puzzle
Article posted by Christopher P. Hill
The bad news is our industry has yet to offer the comprehensive training and education needed to help advisors become more comfortable, confident and better equipped to professionally serve “the death conversation.” The good news is I am fully confident this will change in the coming years.

More from Life Settlements