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By Moshe A. Milevsky |
May 24, 2012
In the beginning, life insurance was perceived as just another gamble, or a game of chance, involving three parties.
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By Marlene Y. Satter, AdvisorOne |
May 22, 2012
In October 2011, Glenn Neasham of Lakeport, Calif., was convicted of felony theft from an elder for selling an Allianz indexed annuity to 83-year-old Fran Schuber.
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By James J. Green, AdvisorOne |
May 22, 2012
“Why,” asked a noted advisor, “is there not more of a buzz about these regulatory changes that will affect all our lives?”
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By Michael S. Fischer |
May 21, 2012
Attorney Jim Duggan lays out how advisors can help shield the assets of wealthy public figures from the wrong kind of attention.
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By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq. |
May 18, 2012
You can help these clients avoid overpaying for long-term care by using a life insurance policy to provide coverage in the event that long-term care is needed, while simultaneously preserving your client’s estate if the need for care does not arise.
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By Gil Weinreich, AdvisorOne |
May 11, 2012
Zvi Bodie, safe-investing proponent, says Series I savings bonds are the best investment for most people, yet few know about these inflation-protected bonds.
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By Elizabeth Festa |
April 24, 2012
The MetLife Insurance Cos. multi-agency agreement on unpaid life and annuity policies and the reporting of unclaimed property is a landmark agreement, according to NAIC President and Florida Insurance Commissioner Kevin McCarty.
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By Marlene Y. Satter, AdvisorOne |
April 24, 2012
Indian shipping companies have said they will continue to carry Iranian crude oil despite sanctions that will leave them with potential risk exposure due to limited insurance coverage.
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By Jim Fiske, Chubb Personal Insurance |
April 18, 2012
Many high-net-worth clients are investing in a range of collectibles during this low-yield era, including collectible cars. A look at some of the prices paid, plus photos of some of those cars.
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By Marlene Y. Satter |
April 16, 2012
Also last week, U.S. Commodity Funds introduced agriculture fund, while the Market Vectors Fallen Angel High Yield Bond ETF was rolled out.
