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.
December 11, 2024
7 New Findings on How Millennials, Gen Xers Want to Transfer WealthYounger generations expect to do things differently, a new Schwab survey shows.
December 04, 2024
Tax Planning Opens a Door for Insurance Wealth Managers: KPMG StrategistLife and annuity advisors should flourish in the new one-stop-shop world, Brian Dunham predicts.
December 02, 2024
Long-Term Care Insurance Still MattersA man who helps families find care looks at what most are missing.
November 08, 2024
12 Best Cities for Veterans to Live: 2024The top locations prioritize education, employment, health care and entertainment, according to WalletHub.
November 06, 2024
5 Ways Trump's Election Could Affect Life and Annuity PlayersThe climate for rollover sales standards and federal estate taxes will change.
October 31, 2024
Millionaire Tax Vote Opens Door to New Clash Over Chicago WealthIllinois voters will weigh in on a proposed extra levy of 3% on annual incomes of over $1 million that aims to lower property taxes.
October 16, 2024
Client Sues Barred Broker Over 'Devastating' Life Insurance PlanBarred brokers selling complex life insurance plans is a growing problem, the client's lawyer says.
September 03, 2024
Childfree Planning Turns Traditional Advice on Its HeadPeople without kids are an "underserved, underrepresented and sometimes mistreated population," advisor Jay Zigmont says.
August 16, 2024
Harris Set to Propose Tax Cuts and SubsidiesThe news follows a recent push by Trump running mate JD Vance for a $5,000-per-child tax credit.
August 02, 2024
The Big Social Security Question Facing Stay-at-Home SpousesShould a dependent spouse return to work to get their credits? Here's what to consider.