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.
How Millionaires Built Their Wealth: Survey
By Michael S. FischerIn an Ameriprise survey, only Only 13% credited luck.
November 01, 2023
15 Cheapest States for a Comfortable RetirementIn these states, $60,000 a year or less covers expenses with plenty left over, GOBankingRates finds.
October 25, 2023
Clients Need Firm Medicare Marketing Rules: David LunaThe former police officer sees the changes helping local agents compete with call centers to guide plan decisions.
October 25, 2023
LexisNexis Risk Solutions Feeds Life Insurers' Hungry AIsPatrick Sugent, an analytics vice president, is charged with making billions of bytes of data more accessible.
October 16, 2023
Harry Dent: 'Crash of a Lifetime' Coming in 2024"Advisors aren't equipped to deal with a once-in-a-lifetime crash like this," Dent warns ThinkAdvisor.
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.