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.
5 Simple Explanations for Insurance Terms
By Bryce SandersDitching the jargon can help create "aha" moments for prospects.
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.
February 13, 2024
What Life Insurance Offers the LivingYounger Americans need agents' help getting the message that coverage protects their income and their future.
February 13, 2024
Educate Clients About Intergenerational Wealth TransferUncertainty about lifespans has changed how it works.
February 08, 2024
How to Opt Out of Inheriting an IRABeneficiaries seeking to avoid gift and income tax consequences can execute a "qualified disclaimer" to decline the inheritance.
February 06, 2024
When Clients Are Laid Off, How to Ease the Sting: Advisors' AdviceAdvisors helping clients through low moments can set themselves up to retain business when good times return.