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.
Treasury Proposes Curbs on Use of Life and Annuities in Wealth Planning
By Allison BellClients might have to pay ordinary income taxes and a 10% penalty on cash taken from the arrangements.
March 07, 2024
12 Unhealthiest Big Cities in America: 2024Health risks like obesity, smoking, drinking and air pollution are more prevalent in these cities, SmartAsset finds.
March 05, 2024
5 Simple Explanations for Insurance TermsDitching the jargon can help create "aha" moments for prospects.
March 04, 2024
12 Healthiest Big Cities in America: 2024SmartAsset ranked 100 cities on factors like obesity, smoking, diabetes and mental health.
March 01, 2024
12 Worst Tax States for High EarnersPeople earning $150,000 in these locales have a state and local tax rate topping 10%, WalletHub found.
February 29, 2024
5 Ways to Protect Clients' Families Against Disappearance RiskThe story of the couple that went missing on a yacht in Grenada reveals a common planning gap.
February 23, 2024
12 States With the Lowest Property TaxesHouseholds in most of these states pay substantially less in annual property taxes than the national average of $2,869.
February 13, 2024
Older Investors Think They're Ready to Retire. Advisors Disagree.The disparity was especially acute around specific topics, such as Social Security and Medicare planning, Allspring found.