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.
Clients Need Firm Medicare Marketing Rules: David Luna
By Allison BellThe former police officer sees the changes helping local agents compete with call centers to guide plan decisions.
October 16, 2023
New Platform Promises 'Near-Perfect' Social Security PlanningThe RSSA Roadmap will be a powerful tool in the hands of financial planners, Martha Shedden says.
October 06, 2023
Here's Some Good News About RMDs in 2023: Christine BenzOne benefit of 2022's difficult markets is lower RMDs for many retirees, Morningstar's personal finance director says.
September 28, 2023
What a Shutdown Means for Social Security, MedicareWhile Social Security, Medicare and Medicaid recipients shouldn't panic, the economy could take a hit, policy analysts say.
September 26, 2023
This Step Can Prevent an Income Planning Nightmare for Wealthy ClientsSales director Jack Elder warns that neglect can turn one popular retirement strategy into taxable compensation.
September 18, 2023
This Insurance Policy Works Like a '2-Way Roth IRA,' UHNW Advisor SaysPrivate placement life insurance can be valuable for wealthy clients, but misunderstandings abound, says Cresset's Aiden Elliott.
September 18, 2023
Warn Wealthy Clients Against Flimsy Asset Lists in Estate PlansApril Rosenberry, a veteran estate planner, sees making a list of what the client owns as just a start.
September 05, 2023
Why Even Wealthy Clients Should Delay Social Security: Jamie HopkinsThe Carson Group executive describes the impact waiting can have on maximizing wealth and minimizing risk.