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.
Why Life Insurance Assets Might Still Be Safe From Congress
By Allison BellCarmi Margalit, S&P's life head, said cutting inside buildup looks ugly up close.
January 29, 2024
New Bill Repeals Social Security Tax, Raises Cap on WealthyIt would "be fully paid for by raising the cap for individuals earning more than $250,000 annually," said Rep. Yadira Caraveo.
January 29, 2024
10 Commandments for Investing in 2024A good advisor gives clients the right views on market events and adds value, whether stocks are headed up or down.
January 26, 2024
12 Most Expensive U.S. Cities for Those Earning $100,000How far six figures goes varies widely depending on taxes and basic living expenses, GOBankingRates research found.
January 25, 2024
Swiss Re Underwriter Hopes Death Rates Will ImproveWith the "COVID hangover," Julien Descombes says, mortality remains 5% to 10% higher than it used to be.
January 24, 2024
Getting Clients to Buy Into the Return to NormalcyAdvisors can help cash hoarders and pessimists see the potential benefits of investing in the market.
January 22, 2024
10 Useful Phrases to Explain Market VolatilityThese jargon-free explanations could help create "aha" moments for baffled clients.
January 19, 2024
5 Ways to Protect Clients' Estate Wishes Before They Get MarriedIt's important to review several issues to ensure that their plans will be properly followed upon their death.