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.
What to Tell Clients About Social Security, Medicare Today: Marcia Mantell
By Janet LevauxThe retirement consultant lays out the critical issues advisors should be discussing with clients about these benefit programs.
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.
January 03, 2026
7 Things to Know About Irrevocable Life Insurance TrustsIf you know, you know. If not, you'd better learn.
December 24, 2025
Medicare and Working Past 65 in 2026Knowing how everything fits together can save clients from costly mistakes.