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.
Getting Clients to Buy Into the Return to Normalcy
By Dave S. GilreathAdvisors can help cash hoarders and pessimists see the potential benefits of investing in the market.
January 18, 2024
Bill That Could Narrow CFPB's Insurance Authority Is BackThe bill would keep the bureau from overseeing the insurance activities of persons overseen by state insurance regulators.
January 17, 2024
'The Sketch Guy' Wants to Help You Attract New ClientsCarl Richards has partnered with Snappy Kraken to allow advisors to send his popular sketches to their prospects.
January 17, 2024
10 Best Markets for First-Time Homebuyers: 2024New buyers may have their best luck in some unexpected places, Realtor.com research suggests.
January 17, 2024
Top 12 States for Wealthy Taxpayers, as Defined by the IRSHere are the states with the highest share of individuals worth at least $11.4 million.
January 16, 2024
What the Hungary Tax Treaty Termination Means for AdvisorsThe Treasury Department has canceled a tax treaty, one in effect since 1979. That's unusual.
January 16, 2024
Working-Age COVID Hospitalization Rate Rises 5.5%Weekly counts increased by more than 15% in several states.
January 16, 2024
Ken Fisher Can't Have It AllFisher famously hates annuities, but there are times when they are clearly in clients' best interest.