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.
Warn Clients They Can Lose the Ability to Buy Life Insurance
By Allison BellHowever, USAA Life's president recommends compassion for late applicants.
August 01, 2023
3 Things to Know About a Coming Wealth Planning TrapJohn Hancock's advanced markets head says new rules could affect a relatively large segment of the U.S. high-net-worth market.
July 31, 2023
Would a Higher Social Security Claiming Age Boost the Economy?Projections show that one of the program's trust funds will run out of reserves by 2033, which would result in an immediate 23% benefit cut.
July 31, 2023
Preparing Families for the FutureMany clients' loved ones will eventually use the life insurance.
July 10, 2023
To Hedge Against Estate Tax Exclusion Changes, Try DisclaimersA sales coach has an idea for helping clients facing the Year 2026 problem.
July 07, 2023
California Replaces a Trust Investment LawThe update could make managing the assets in clients' trusts more flexible.
July 05, 2023
Chicago Pension Debt Rises to $35BThe city's four retirement funds range from about 19% to 40% funded, according to a recent financial report.
June 23, 2023
Financial Planning Industry Headed in 'Right Direction,' Longtime Planner SaysPaula Hogan has been doing life-cycle planning for decades. Now, she says, the industry is catching up.