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Fiduciary standard standstill
March 10, 2010
It’s looking more and more like an attempt to extend the fiduciary standard to all financial services professionals will not be a part of any financial services regulatory reform legislation any time soon....
Regulatory reform lurks in Washington
March 03, 2010
Do you know what’s going on in Washington? I’m not talking about health care reform. I’m talking about a slew of potential legislative changes that could have a far-reaching impact on the financial services industry. ...
Skeptical of progress from “bipartisan” meeting
February 24, 2010
Whatever your political views, you’ve got to give it to the Obama Administration for being media-savvy as the health care reform battle rages on....
There is no bipartisanship
February 17, 2010
Karl Rove and Howard Dean held a “spirited” debate at the University of Colorado at Boulder on Monday night, about an hour’s drive from my office. ...
Life settlements securitization issue heats up
February 10, 2010
The American Council of Life Insurers (ACLI), which represents nearly 300 life insurance companies, stirred up a hornet’s nest recently with its Feb. 3 policy statement asking legislators to ban the practice of securitizing blocks of life settlements. ...
No. 1 of 107 million
February 03, 2010
Here’s something pretty cool: Life Insurance Selling – or more specifically www.lifeinsuranceselling.com – is the No. 1-ranked result on Google when anyone searches using the term selling insurance. ...
Cupid as a life insurance industry spokesman
January 27, 2010
Life Insurance isn’t a funny subject. The topic is about as far away from funny as you can get. But that hasn’t stopped the people at LIFE Foundation from trying to inject a little humor into an otherwise dead-serious issue. ...
Estate tax remains in limbo
January 20, 2010
For the first time since 1915, the United States has no estate tax. And a lot of planners and their clients are left to deal with the uncertainty this situation has created....
Retirement unreadiness
January 13, 2010
Time for some more scary retirement readiness statistics – or at least scary for most Americans who are no doubt nowhere near on track to be able to afford to retire before age 75. ...
January means business (succession planning)
January 06, 2010
This week I want to make you aware of some of the highlights from the January issue of Life Insurance Selling. ...
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