I learned long ago that financial plans that contain “maximization” in their names — for example, Wealth Maximization Strategy — are likely to be scams. “Optimization” gets the same reaction from me.

How Should People Choose a Life Insurance Policy?

Is the Fechtel Method a Better Way to Evaluate Cash Value Life Insurance Policies?

How Are Whole Life Dividends Determined?

Should AXA Equitable's Variable Annuity Customers Accept Its Offer?

Is The Veralytic Report A Useful Tool For Advisors In Evaluating Life Insurance?

2011 Round-Up Of Good And Bad Trends In Life Insurance And Annuities

New York Life Illustration Is Concisely Informative

ING Inforce Illustration Is Far Better Than Most But Still Lacks Some Important Details

A Resolution for 20xx: I Will Think Ahead

Life Insurance Guaranteed Values Are a Big Fat Idiot

Retained Asset Accounts: Are Life Insurers Preying on Beneficiaries?

Do Variable Annuity Owners Have Bragging Rights?

Misattribution Still Sells Life Insurance

What Is Suitable?

RCLA: A New Approach to Guaranteed Income for Life

Index Annuities: Are the Critics Wrong?

A Gift for MetLife

Variable Annuities and SFAS 157

The Life Settlement Market: One Problem Solved, Many to Go

I'm Suspicious of New Asset Classes

The National Life Insurance Consumer Competition

The Power of Framing: A Term Insurance Example

Is Long Term Care Insurance a Good Deal?

Should You Pay Your Insurance Premium?

The Cost of Fractional Premiums

Penn Mutual's Amazing Overreach

Should You Use the Comdex?