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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

Tune Up: Sometimes It Makes Sense to Exchange a Client’s Life Insurance Policy

Oct 17, 2011

You might be surprised what you find if you review your clients’ insurance needs. Many universal and variable universal life insurance policies underperformed over the past 10 to 15 years due to falling interest rates...

Keeping Costs Down on Long-Term Care

Oct 01, 2011

Combination products are more affordable, but there's no free lunch.

Insurers Offer New Products, Juicy Benefits

Sep 01, 2011

Shorter durations, payment postponements are lowering costs.

Investors Flock to Variable Annuities With Guaranteed Benefits, But Beware

Aug 15, 2011

Retiring baby boomers are pouring their money into variable annuities with guaranteed lifetime withdrawal benefits. The problem is, these products have a number of hidden drawbacks. Financial advisors need to keep...

Considering Life Insurance for Single Clients

Jul 18, 2011

Might some of your single clients unknowingly need life insurance? “One typical reason young people (in their 20s and 30s) buy life insurance is to protect their insurability,” says Ronald Klein, assistant...

A Good Match: Managed Payout Funds and Annuities

Jun 21, 2011

...

For Good Insurance, Get a Financially Sound Insurer

May 17, 2011

How well-diversified are your big-ticket clients’ life insurance issuers...

Life Insurance As an Asset Class

Apr 19, 2011

When you design a portfolio by market capitalization and investment style, do you consider the cash value and death benefits of your client’s life insurance policy in the mix? Some experts say you should. Why...

Reps Turn To Equity Index Universal Life Insurance

Mar 15, 2011

Reps are turning to index universal life insurance to bridge the risk gap between low-rate permanent life insurance and riskier variable universal life. With variable universal life policies, the cash value is...

Getting Life Insurance For Clients With Medical Conditions

Feb 15, 2011

It’s getting easier for clients with pre-existing medical conditions to get life insurance coverage today. Even those with cancer, heart disease and diabetes can qualify for “impaired risk,” or...

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