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Registered Rep. October 17, 2011 Alan Lavine	Tune Up: Sometimes It Makes Sense to Exchange a Client's Life Insurance Policy Today's life insurance policy may provide more benefits at a lower cost than coverage purchased more than a decade ago.
Financial Planning March 1, 2010 Ed Cassidy	New Life It's become a familiar story for advisors: Their affluent clients are now facing a changed reality. The financial crisis has left them feeling they have to choose between their well-being and their children's inheritance.
Financial Planning November 1, 2011 Donald Jay Korn	Barely Covered When the going gets tough, the tough cut costs. Clients worried about their finances may think about dumping big expenses that may seem to be a luxury, such as disability insurance. In this case, they would likely be wrong.
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.
Financial Planning August 1, 2010 Scott Schutte	Ditch the Declination As clients move past their accumulation years, risk management becomes even more critical to the defense of a solid financial plan.
The Motley Fool November 4, 2011 Robert Brokamp	Give Your Life Insurance a Checkup Are you getting the right amount of life insurance?
AskMen.com May 14, 2001 Luis Rodrigues	Do You Need Life Insurance? Some people believe that having life insurance -- planning for their death -- will bring misfortune to their lives, and would rather not have any at all. Unfortunately, too many people don't realize the importance of life insurance until it's too late...
Registered Rep. September 21, 2010 Alan Lavine	Empty Nesters May Still Need To Purchase Life Should your empty nester clients get life insurance? Perhaps -- if they have a lot of personal and/or business liabilities or concerns about estate taxes.
Registered Rep. October 21, 2014 Alan Lavine	Should You Use Term Insurance for Younger Clients? Financial advisors often favor term insurance for young couples. The cost savings over permanent life can be used to fund other financial planning needs.
Financial Planning March 1, 2012 Donald Jay Korn	Settling Down A financial planner may find it difficult today to help a client sell a life insurance policy at an appealing price. Nevertheless, some policies are being sold, so planners might want to consider exploring the possibility with clients who are likely candidates.
The Motley Fool September 25, 2011 June Walbert	Trimming Your Budget? The One Bill You Can't Afford to Cut Why life insurance is essential, even in tough times.
Commercial Investment Real Estate Jul/Aug 2015 Mary Stark-Hood	Property Casualty Insurance As a business owner, you know the importance of protecting your real estate business from financial loss. Some risks may be acceptable, but many are not.
Registered Rep. March 18, 2014 Alan Lavine	Donating Life Insurance It's possible for philanthropic-minded clients to donate their life insurance to charity and get an attractive tax deduction.
Financial Advisor January 2009 Mary Rowland	Getting The Most From No-Lapse Coverage No-lapse universal life keeps growing, but few understand these policies.
On Wall Street July 1, 2011 J. Graydon Coghlan	The Risk Of Living Too Long It is now crucial to help your clients find ways to fund those extra years and ensure they have quality of life, not just quantity.
Financial Planning December 1, 2009 Donald Jay Korn	Prudent Policy Agents should help their clients reevaluate their insurance policies at the end of every year.
Registered Rep. October 23, 2013 Kevin McKinley	Five Reasons to Keep a Life Insurance Policy Even a couple who seems to be financially-independent will find that an "unneeded" life insurance death benefit may actually come in handy down the road.
Financial Planning June 1, 2010 Gregory Salsbury	A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions.
Financial Advisor November 2003 Eric L. Reiner	Try, Try Again Sales may be down, but advisors are still using survivorship insurance to plan for an estate-tax bite.
On Wall Street May 1, 2010	Five Questions with Daniel Banis Higher-income executives want more investment options, especially coming out of a market that knocked many portfolios off course.
The Motley Fool April 23, 2009	Why You Need a Renewable Term Life Policy How to attain ongoing life insurance coverage regardless of your health.
Financial Planning January 5, 2008 Stacy Schultz	5 Questions What role should insurance play as baby boomers retire?... What financial products are most valuable for baby boomers?... etc.
On Wall Street September 1, 2013 Mason Braswell	Pitfalls of Long-Term Care Insurance Products Designed to allay your clients' worst fears about aging, these insurance products sometimes come with their own nightmares.
BusinessWeek February 21, 2005 Peter Coy	Scared To Death Of Life Insurance Choosing the amount of coverage is hard. The trick is to think like an economist.
Registered Rep. September 7, 2015 Kevin McKinley	Eight Outside the Box Risk Categories Here are eight outside the box situations that may signal it's time to take a more cautious approach to investing and allocating clients' assets.
On Wall Street January 1, 2013 Mira Fine	Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone.
On Wall Street September 1, 2010 Matthew Leung	Here Today, Here Tomorrow - New Sources Of Income For Retirement It's official. Pensions and social security are no longer viewed as the primary sources of retirement income.
Investment Advisor July 2008 Lewis Schiff	A Special Kind of Life Insurance Private Placement Life Insurance is not for everyone, but for those clients who are concerned about estate taxes and have sufficient assets to protect, PPLI offers tax-advantaged hedge-fund investing and other benefits.
The Motley Fool August 3, 2007 Dan Caplinger	When to Buy Long-Term Care Insurance Long-term care insurance pays out financial benefits to help you pay the expenses of nursing homes and home health care. Should you buy now, wait, or just skip the whole thing?
Financial Planning May 1, 2010 Rick S. Kahler	Planning for Reform It will be important to pay attention in coming months, so you can plan for the impact health care reform is likely to have on your finances, your career and your clients.
On Wall Street January 1, 2010 Matthew Leung	Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.
Financial Planning September 1, 2011 Joseph A. Tomlinson	Is Long-Term Care Insurance Worth It? It requires a big investment of time for advisors to learn enough about long-term-care insurance to be helpful to clients.
Registered Rep. July 1, 2006 Kevin McKinley	Getting Real With Numbers Here's some loose talk that is influencing three big calculations in some very unproductive ways, along with some reality-based alternative methods to planning for your clients' financial future: College... Retirement... Life Insurance...
Financial Planning August 1, 2008 Charles Williamson	Risky Business When working with high-net-worth clients, it is of paramount importance to discuss property and casualty insurance.
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.
Financial Advisor May 2004 Raymond Fazzi	Retirement Stop Sign Health care costs force many clients to rethink retiring early.
On Wall Street November 1, 2010 Edmund G. Nasief	Becoming The Family's CEO Today, the client's agenda includes not only estate and retirement planning, but information on banking products, educating the next generation and other traditional and non-traditional activities.
Financial Advisor July 2008 Allen Hamm	A Better Option The long-term care insurance industry is up to a new trick: Marketing LTC insurance through groups.
Entrepreneur September 2005 Jacquelyn Lynn	Thinking Ahead As Americans age, long-term care insurance may prove one of the most important insurance products on the market, and this coverage can offer advantages to both employers and employee
Financial Advisor October 2006 Mary Rowland	The Fountain Of Extended Longevity Increasing life expectancies are -- or should be -- changing fundamental financial planning.
The Motley Fool October 30, 2006 Tim Beyers	Foolish Advice on Life Insurance Life insurance seems simple. And it should be. But more and more agents are selling complex, commission-boosting products that do little for consumers. Be cautious and buy only the minimum.
Registered Rep. November 30, 2015 Kevin McKinley	Five Estate Planning Moves Advisors Should Consider You may not be a lawyer, but there are still several strategies you can employ to save money for your clients and their families, while avoiding potential headaches and heartache down the road.
Financial Planning June 1, 2005 DeFrancesco & Salani	A Hidden Asset How clients can turn life insurance into cold, hard cash while they're still alive.
The Motley Fool March 28, 2005	What Happens If You Can't Work? Know what to look for in disability insurance.
Registered Rep. March 11, 2011 Mark Miller	Navigating the Long-Term Care Minefield Long-term care insurance is a tough market to navigate -- for clients and planners alike.
Investment Advisor August 2009 Marlene Y. Satter	Side Effects Advisors might want to take a look at clients' term life insurance coverage.
Registered Rep. November 1, 2004 Kevin McKinley	The Age Game Whether your clients' estates are under or over the "death-tax" threshold, the following strategies will help ensure your clients' family wishes will be met in the most tax-efficient and cost-effective manner.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
On Wall Street April 1, 2010 Coghlan & Hadley	Retirement Catch-22: Too Young To Retire, Too Old To Hire The labor market has thrown a monkey wrench into the admirable retirement plans of many seniors and put many of them in a major bind.
Financial Planning March 1, 2011 Martin Shenkman	Back From the Future Irrevocable life insurance trusts are the foundation of many estate plans. Changes in the 2010 Tax Act raise a host of issues and opportunities for existing ILITs that planners should address.