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Alan Lavine

Alan Lavine is a contributing writer to REP. and author of some 15 books on investments and insurance. He also writes a column for Dow Jones Marketwatch's "Retirement Weekly."

Alan’s Recent activity

wine cellar
Old Money
Mar 13, 2013
For advisors, it pays to insure a client’s valuable collectibles, like antiques, rare toys, ceramics or wine; but it’s crucial to find reputable appraisers and carriers.
The Holy Grail of Financial Planning
The Holy Grail of Financial Planning
Feb 19, 2013
Annuities can get a bad rap, but used correctly they can play a central role for clients who both want to leave money to heirs and also ensure they themselves will never run out of income, according to a recent...
Uh, Sorry…Can We Have That Back?
Uh, Sorry…Can We Have That Back?
Dec 18, 2012
Several insurance companies are following in the footsteps of The Hartford and offering to buyback variable annuities with guaranteed lifetime income. Should your clients take the cash?
hybrid
Lock into Long-Term Care with Hybrid Policies
Nov 20, 2012
Combining life insurance and annuities with long-term care policies can protect against premium hikes or the risk of never making a claim. Here’s how to make sure they are right for your clients.
Caring for the Young?
Caring for the Young?
Oct 16, 2012
Despite sluggish long-term care insurance sales, those buying coverage are younger than ever.
Insuring Income
Insuring Income
Sep 17, 2012
You’d like to insure at least part of your client’s income for life. But do you choose a variable annuity with a guaranteed lifetime withdrawal benefit? Or an immediate annuity...
Avoid These Overlooked Selling Mistakes
Avoid These Overlooked Selling Mistakes
Aug 21, 2012
What better place than Florida, the retirement capital of the world, to see how registered reps can screw up selling something like life insurance. Take the case of the Poughkeepsie, N.Y. brokerage firm, Prime C...
Insurance Mistakes
Insurance Mistakes
Jul 17, 2012
How to help your clients avoid cashing out or canceling their life insurance policies.
Best Small Business Insurance Strategies
Best Small Business Insurance Strategies
Jun 19, 2012
Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients.
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