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.
Financial Vulnerabilities Undermine Small-Business Owners' Confidence: Survey
By Michael S. FischerOnly 47% of respondents rate their financial management skills highly, Guardian Life research finds.
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.
November 26, 2025
Skilled Life Insurance Advisors Are Vanishing. What Now?A longtime business strategist has suggestions about how to fill the holes.
November 11, 2025
How to Prioritize Charitable Planning With ClientsMost clients’ net worth has increased significantly, and they are in an ideal position to support favorite causes.