Archive for August, 2009

Personalized Mortality Curve

August 21st, 2009 1 comment

I was working with an advisor recently who is involved in a typical situation; given the current economic environment, he has a client who is struggling to, or at least questioning if he should, pay his Read more…

Life Insurance Property Management Protocol

August 14th, 2009 3 comments

What is this? 

The Uniform Prudent Investors Act (UPIA) requires an investment policy statement (IPS) for trust owned investment to comply with fiduciary standards.  It seems self evident Read more…

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Wall Street Journal article website question!

August 13th, 2009 No comments

After the WSJ article in which I was quoted came out, a gentleman in the industry sent me a question via  His question was:
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