Author

David Port

David Port is a Denver-based freelance writer and a frequent contributor to SMA. He owns and operates his own writing and editing business, Southpaw Print/Net Communications.

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The latest 'wrap' on 401(k) guarantees

July 01, 2010

Annuity-like insurance wrappers for 401(k)s are the talk of the industry. Is this emerging breed of lifetime income guarantees for retirement plans the answer to so many client questions? If so, how can advisors capitalize?...

Annuitize Your Long Term Care Business

June 01, 2010

We recently looked into the burgeoning market for “combination” life insurance products that come with a long term care component. That was only half the story....

Linked for life: Combining LI and LTCI for new sales

May 01, 2010

So-called linked products, those that combine life insurance and long term care features, seem like the answer to what ails so many clients. Why aren’t more advisors using them?...

It's all about the (retirement) income

April 01, 2010

Age 60 is the new 40. Thursday night is the new Saturday. And decumulation is the new accumulation in the mutual fund industry’s prime area of focus....

Rehab for the 401(k)

March 01, 2010

Tactics to help your clients nurse their 401(k) plans back to health...

A good year to die

January 01, 2010

A morbid joke that’s made its way through estate planning circles; if you’re going to die, 2010 is the year to do it....

A SIMPLE plan for boomer business owners

November 01, 2009

Business IRAs are a valuable retirement plan option no matter the market. How can they help your business-owner clients in the current crisis?...

LTCI - The retirement planning glue that holds it all together

October 01, 2009

Too many boomer clients see LTCI premium payments as a "luxury" to go without in times of economi... ...

Picking up the pieces

September 01, 2009

The mutual fund scandals of 2003 may be fading from memory, but fresh developments in other segments of the financial market have opened old wounds. How does the fund industry regain public trust? It's a question top of mind for fund managers, chief executives and the boomer advisors that recommend their funds....

The CEFEX Factor

September 01, 2009

The CEFEX Factor...