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.
Boomers and volunteering
By Staff Writer59% - Percentage of boomers surveyed who plan to volunteer in retirement. 70% - Percentage of boomers surveyed who believe it's very important to...
May 28, 2008
Retirement preparation$71,400 - Approximate average annual income for boomers born in 1946. 54% - Percent of boomers who feel they have done a poor to...
May 28, 2008
Charitable donations$295,000,000,000 - According to Giving USA 2007, the amount U.S. donors gave directly to charitable causes in 2006. 40 - The percentage of affluent Americans that...
May 28, 2008
Zero coupon bondsZero coupon bonds defer interest until the bond matures, allowing investors to purchase a bond at a deep discount and collect a lump sum at...
May 28, 2008
Mutual fund ownership51,000,000 - The number of U.S. households that own mutual funds. 44 - Percent of U.S. households that own mutual funds. $10,300,000,000,000 - The amount of mutual...
May 28, 2008
Boomer Impact18% - Percentage of boomers who say they do not like the term "retirement." 17% - Percentage of older Americans who say they do...
May 28, 2008
Goal-based ownership transfer planThere are three steps for implementing a goal-based ownership transfer plan: Step 1: Determine the goals you want to achieve and reward within your practice. Step...