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In the news (continued)

Mary Rowland, "Lasting Legacy?", Financial Advisor, December 2008

Mary Beth Franklin, "Need Cash? Where to Find It Fast," Kiplinger's Personal Finance, December 2008

Special Investor Protection Guide, Bottom Line/Wealth, December 2008

Jeff Plungis, "In Market Turmoil, Check Insurer's 'Financial Strength' Rating," Bloomberg News, 11/5/08

Amy Scott, "Ensuring your insurance's safety," Marketplace Money, 10/17/08

Eric L. Reiner, "Facing Facts," Private Wealth, October/November 2008

Ron Lieber and Tara Siegel Bernard, "Wall Street and You: Sorting Out the Changes in the Financial World," The New York Times, 9/16/08

Donald Jay Korn, "You Bet Your Life," Financial Planning, August 2008

Kimberly Lankford, "New Ways to Cash In on Life Insurance," Kiplinger's Retirement Report, July 2008

Kimberly Lankford, "Cash In On Your Life," Kiplinger's Personal Finance, July 2008

Mary Rowland, "The Right Blend," Financial Advisor, April 2008

Eric Rasmussen, "Is the Price Right?", Private Wealth, February/March 2008

"Immediate annuity sales are up," Bottom Line Personal, 2/1/08

Mary Rowland, "Where the Oceans of Knowledge Meet," Financial Advisor, January 2008

William Reichenstein and Larry Swedroe, "If It Has to Be Sold, Don't Buy It!", AAII Journal, November 2007

Andrew Gluck, "Eight Leading Innovators," Financial Advisor, November 2007

"When you've done something dumb," Consumer Reports Money Adviser, November 2007

Matt Brady, "Could expanded policy loans compete with life settlements?" Settlement Watch, October 2007

Lynn Brenner, "Questions on a 'life settlement'," Newsday, 9/16/07

Lynn Brenner, "'Life settlement' is a risky deal," Newsday, 9/9/07

Phyllis Furman, "Who's cashing in your chips?", New York Daily News, 7/30/07

Matt Brady, "Why evaluating a policy is important in the pre-sale settlement process," Settlement Watch, June 2007

Scott Burns, "Sales Commissions versus Reality," www.scottburns.com, 6/3/07

Mary Rowland, "What's It Worth?", Financial Advisor, June 2007

Janet Kidd Stewart, "Annuity improves retirement portfolio, study finds," Chicago Tribune, 4/22/07

Tom Lauricella, "Putting Your Life Insurance On the Block," The Wall Street Journal Sunday, 3/25/07

Gary S. Mogel, "Innovative policy targets wealthy clients," InvestmentNews, 3/5/07

Nancy Opiela, "Variable Annuities: Emerging from the Dark Side?", Journal of Financial Planning, March 2007

Karen Damato, "Ever Cheaper: Getting a Deal on Your Term Life Insurance," The Wall Street Journal, 2/21/07

Jeff D. Opdyke, "Smart Retirement Shopping," The Wall Street Journal, 1/13/07

Judith Messina, "Independent workers come of age," Crain's New York Business, 1/1/07

Nancy Opiela, "Forget the conventional wisdom: Insurance planning is every advisor's business," Wealth Manager, December 2006

Tom Lauricella, "Annuities - Buying a Guaranteed Income," The Wall Street Journal Sunday, 11/26/06

Lynn O'Shaughnessy, "Selling a cash-value life insurance policy? Better be extra careful," San Diego Union-Tribune, 11/12/2006

Mary Rowland, "The Future Is Immediate Annuities," Financial Advisor, November 2006

Kelly Greene, "Ask Encore," The Wall Street Journal, 10/28/06

"Paying too much for life insurance?", Consumer Reports MoneyAdviser, October 2006

"Don't rush to buy a variable annuity," Bottom Line Personal, 8/15/06

Mary Rowland, "Unsettled," Financial Advisor, August 2006

Gary S. Mogel, "Coughing up smoker's rates for children," InvestmentNews, 5/29/06

Jane Bryant Quinn, "A Guarantee? It'll Cost You," Newsweek, 5/8/06

Marshall Loeb, "The New Math of Life Insurance," MarketWatch.com, 4/14/06

William Baldwin, "Making Life Complicated," Forbes, April 24, 2006

Lore Croghan, "Insuring child's life has its foes," New York Daily News, 3/13/06

Lynn O'Shaughnessy, "Funny Business," Wealth Manager, December 2005/January 2006

Jeff D. Opdyke, "Insurers Push Policies For Long-Term Care," The Wall Street Journal, 12/27/05

"How safe is your money?", Consumer Reports MoneyAdviser, November 2005

Reshma Kapadia, "Watch Your Wallet," SmartMoney, November 2005

Gary S. Mogel, "Return-of-premium riders seen boosting term life insurance," InvestmentNews, 10/3/05

Lynn Brenner, "Costly annuity info withheld," New York Newsday, 8/14/05

Jeff D. Opdyke, "Under Pressures, Insurers Push Rules on Annuity-Sales Tactics," The Wall Street Journal, 8/11/05

Gary S. Mogel, "Advice to advisers: Don't give away insurance business," InvestmentNews, 8/8/05

Marshall Loeb, "Your best bets for life insurance," MarketWatch.com, 4/1/05

"Life insurance buyers should demand more information from agents," Bottom Line Personal, 4/1/05

Lynn O'Shaughnessy, "A sure thing? Better to avoid those equity index annuities," San Diego Union-Tribune, 3/20/05

"Life insurance paid in installments rather than annually can cost more," Bottom Line Personal, 1/15/05

Nancy Opiela, "Planners and Clients Try to Weather the Changing Tax Laws," Journal of Financial Planning, December 2004

Gary S. Mogel, "Blended policies may create coverage-commission conflict," InvestmentNews, 12/6/04

Christopher Oster, "Life Insurance Agent Fees May Cost Consumers," The Wall Street Journal, 11/23/04

Janice Revell, "Land of the Fee," Fortune, 10/18/04

Jane Bryant Quinn, "One Faulty Investment," Newsweek, 8/30/04

Carla Fried, "The Rising Appeal (and Falling Cost) of Term Insurance," New York Times, 8/29/04

"Scamming seniors," CBS MarketWatch, 7/18/04

Dan Jamieson, "The Seamy Side of Insurance," On Wall Street, July 2004

Jane J. Kim, "Rising Rates Trigger Change in Annuity Offers," The Wall Street Journal, 6/15/04

"Latest target of securities regulators: Variable annuities," Bottom Line Personal, 6/1/04

"Your Money" hosted by Ali Velshi, CNNfn, April 28, 2004

Mary Rowland, "Buyer Beware," Bloomberg Wealth Manager, February 2004

"Life insurance rates are likely to come down," Bottom Line Personal, 12/15/03

Anuradha Raghunathan, "Annuities attract many, but choices are complex," Dallas Morning News, 11/16/03

Anuradha Raghunathan, "Need life insurance? Be sure to know your options," Dallas Morning News, 10/19/03

"New term life insurance that promises to eventually return your premium sounds better than it is," Bottom Line Personal, 10/1/03

Carol R. Pincus, "How to save on life insurance," Medical Economics, 9/19/03

Lynn Brenner, "Best Face Forward," Bloomberg Wealth Manager, September 2003

Kaja Whitehouse, "Insurance Advice Without the Pitch," The Wall Street Journal, 7/16/03, p. D2

Karen Damato, "Ask Encore," The Wall Street Journal, 6/9/03, p. R3

Donald Jay Korn, "Inside Job," Financial Planning, June 2003

"Institute's Advisory Board Examines Cash Value Versus Term Life Insurance," Quarterly, TIAA-CREF Institute, Spring 2003

Karen Damato, "Lifetime Annuity Payments Shrink," The Wall Street Journal, 4/7/03

Kimberly Lankford, "Caught Short," Bloomberg Wealth Manager, April 2003

Carolyn Geer, "Life Lessons," Bloomberg Personal Finance, February 2003

Christopher Oster, "Is a Fixed Annuity Right for Your Investment?", The Wall Street Journal Sunday, 1/5/03

Matthew Lubanko, "Investment Pitches That Raise Red Flags," Hartford Courant, 12/22/02

Karen Damato, "How Annuity Holders Can Pull a Switcheroo," The Wall Street Journal, 12/6/02

Lynn O'Shaughnessy, "Annuities Bounce Back," AARP Bulletin, December 2002

"New sales gimmick for whole-life insurance," Bottom Line Personal, 11/15/02

Julia Boorstin, "Locking In Yield for Retirement," Fortune, 11/11/02

Kimberly Lankford, "Damage Control," Bloomberg Wealth Manager, November 2002

"Ten-year term life insurance is still the best choice for most people," Bottom Line Personal, 11/1/02

Jane Bryant Quinn, "Insurance: When You Bet Your Life," Newsweek, 10/21/02

Kristen Rosen, "Annuities and the Fee-Based Adviser," Ticker, October 2002

Christopher Oster, "Is Your Life Insurance Too Risky?", The Wall Street Journal, 9/18/02

Joseph B. Treaster, "Term Insurance Turns Long Term," New York Times, 8/4/02

Diane Harris, "A Parent's Guide to Life Insurance," Parenting, August 2002

Ann Monroe, "You Should Live So Long," Bloomberg Wealth Manager, June 2002

Carrie Coolidge, "Life Savers," Forbes, 6/10/02

Kimberly Lankford, "High Time for Low Load?", Bloomberg Wealth Manager, April 2002

Mary Rowland, "Life's Trade-Ins," Bloomberg Wealth Manager, February 2002

"To save on life insurance, ask your agent about blending," Bottom Line Personal, 2/1/02

Jeff D. Opdyke, "Term-Life Insurance Looks Even Better After Sept. 11," The Wall Street Journal, 12/6/01

Carrie Coolidge, "Guaranteed Worries," Forbes, 12/10/01

Penelope Wang, "Are You Covered?", Money, November 2001

Mimi Lord, "Harvesting Tax Losses With 1035 Exchanges," Financial Advisor, November 2001

Gregory Taggart, "Wait & Seek," Bloomberg Wealth Manager, November 2001

Matthew Lubanko, "Frankly, Most Should Shun Cash-Value Life Insurance," Hartford Courant, 10/28/01

Michael Fritz, "Investors fixed on annuities," InvestmentNews, 10/1/01

Michael Fritz, "MassMutual still under pressure to go public," InvestmentNews, 9/10/01

"Insurance Buyers Beware," Bottom Line Personal, 7/1/01, p. 10

Jane Bryant Quinn, "On estates, tax law keeps us guessing for years," Seattle Post-Intelligencer, 6/28/01

Bottom Line Personal, 6/15/01, p. 16

Mimi Lord, "A Silver Lining to Insurance Losses," MorningstarAdvisor.com, 5/16/01

Kimberly Lankford, "Guaranteed Thrills," Bloomberg Wealth Manager, May 2001

Lynn Brenner, "Pet Peeves With the IRS," Bloomberg Wealth Manager, March 2001

Susan Harrington Preston, "Is a variable annuity right for you?", Medical Economics, 2/19/01

Jane Bryant Quinn, "Put Myths About 'Death Tax' to Rest," The Washington Post, 2/4/01

Marshall Loeb, 52 Weeks to Financial Fitness, 2001, www.randomhouse.com

Sara Hansard, "Agents could get rung up over dial-downs," InvestmentNews, 1/15/01

Marshall Loeb, 52 Weeks to Financial Success, 2001

 

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