Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
8 Tips for Clients Receiving a Windfall: Advisors' Advice
By Dinah Wisenberg BrinA sudden fortune can come with complexity.
August 18, 2026
Stop Planning Around the Average Client. There Isn't One.Life expectancy tells you about a population, not about the individual sitting across your desk.
July 16, 2026
Financial Vulnerabilities Undermine Small-Business Owners' Confidence: SurveyOnly 47% of respondents rate their financial management skills highly, Guardian Life research finds.
July 09, 2026
Excess Return Indexes Are Everywhere in Fixed Indexed AnnuitiesMost buyers still don't know what they are.
April 23, 2026
Federal Court Rules Against IRS Micro Captive Insurance RegulationThe judge found that the agency exceeded its statutory authority.
April 22, 2026
How to Help Business Owner Clients Slow the Executive ExodusOne good way may be to offer the executives better retirement benefits.
April 06, 2026
NYC Families Need Over $125,000 in Income to Live in Any BoroughTwo new reports say New York families need six-figure incomes to live without government assistance.
January 14, 2026
5 Ways Life Insurance and Annuities Fit Into Charitable GivingTo work with high-net-worth clients, learn how to help them support what they love.