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.
Bill That Could Narrow CFPB's Insurance Authority Is Back
By Allison BellThe bill would keep the bureau from overseeing the insurance activities of persons overseen by state insurance regulators.
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.
January 16, 2024
How to Talk to Clients Under 55 About Social SecurityEmpowering these clients to run their own scenarios can help ease their fears around the program's future.
January 11, 2024
More Than Half of Americans Want to Retire Gradually: SurveyGen Z anticipates leaving the workforce at 55, according to Principal Financial's Well-Being Index.
January 07, 2024
Navigating the Great Wealth TransferOnly 13% of young investors plan to use their parents' financial professionals.