A contract that involves the insured paying a premium to an insurance company in exchange for protection against the risk of a large loss.
Lorry Stensrud, a seasoned executive turned entrepreneur, is on the leading-edge of retirement income product development with his new Venture Achaean Financial.
Achaean’s Income Plus+ product provides a relatively high level of guaranteed starting income while maintaining both...
Anna Rappaport is widely recognized as a leading expert on retirement systems, workforce issues, the impact of changing demographics and women’s...
Bob MacDonald has had a storied career as a leading entrepreneur and executive in the financial services industry.
Some of Bob’s roles include: president and CEO of ITT Life; founder, chairman and CEO of the highly successful LifeUSA, and; CEO of...
Jerry Golden--often referred to as the father of variable life insurance and variable annuities--has had a distinguished career as an innovator and...
Is there a financial equivalent to the maxim “first do no harm?”
What if one of the guiding principles of medicine was applied to the world of financial advice?
What would the financial services landscape look like if product manufacturers and advisors were required to play by rules similar to those that exist for physicians?
First, my guess is that the financial corollary to the application of primum non nocere (first do no harm) would be:
I have had countless conversations over the past year or so with people who cannot believe they are actually paying to hear someone tell them that they are in relatively good shape because their portfolio has outperformed some index by fifty basis points. ...
