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.
Insurance Update: An Asset to Planning
By Marlene Y. SatterA specialized insurance product that offers long-term care coverage in addition to life insurance is gaining in popularity, according to the American Association for Long-Term...
August 31, 2009
Tax-deferred plan limits may dropAs Market Watch's Robert Powell notes, it's starting to seem like retirees and those saving for retirement can't catch a break. "First comes news that there...
August 31, 2009
Advisor confidence bounces backIn August, advisor confidence in the economy and the stock market increased, according to Rydex|SGI AdvisorBenchmarking. The Advisor Confidence Index (ACI) -- a benchmark that...
August 20, 2009
New opportunities for life insuranceWithout question, an extended recession is changing the way boomers see their situation, and therefore, the future. Long the keepers of an "endless optimism," they...
August 20, 2009
With a little help from my friends ...If some of your boomer clients seem ... off (or really hungry) in your next client review, there's a reason. Baby boomers are increasing their...
August 20, 2009
I was wrongFirst time in a while. Last week, I na?vely waded into the health care debate and got the Barney Frank treatment (no, not like that,...
August 20, 2009
Boomers to opt-out of Canadian systemA bit of news north of the border about their health care system, which only adds to the debate furor in this country. Baby boomers...
August 20, 2009
From Obamacare to long-term careAs the public debate over health care reform continues, another proposal - make that three - to reform long-term care has surfaced. Earlier this month,...