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.
Enjoy the Social Security Bump Now. You'll Pay Later.
By Allison SchragerIn 2035, taxes taken in will cover only about 80% of the benefits paid out each month.
September 27, 2022
The IRS Hates What Some Wealthy Clients Put in Their Life Policies: Larry RybkaThe Valmark CEO sees the private placement life fight turning into an investor control fight.
September 21, 2022
Senate Finance Chair Broadens Inquiry Into Private Placement Life InsuranceThe mailing list now includes Prudential, Zurich and the ACLI.
September 12, 2022
10 Top Ways to Use Life Insurance in Charitable GivingThe author sees plenty of untapped potential in a huge, little-noticed asset class.
September 08, 2022
Northwestern Mutual Launches 'The Great Realization' Marketing CampaignAn executive says the pandemic has moved people to "live right now."
September 07, 2022
Guardian Capital Unveils Modern TontineMoshe Milevsky, who helped develop the tontine, says it is structured like a mutual fund.
August 17, 2022
Social Security Must Fix Long Lines: LawmakersSome people are fainting in the heat or sleeping overnight to get in-person service at SSA offices, Reps. Neal and Brady say.
August 12, 2022
How Social Security Gets Used Up on Health CareA recent Center for Retirement Research study finds that high-spending retirees are left with "basically nothing."