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.
Senate Finance Chair Broadens Inquiry Into Private Placement Life Insurance
By Allison BellThe mailing list now includes Prudential, Zurich and the ACLI.
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."
July 22, 2022
Retirement Expenses Are Too Hard to PredictWith the DIY nature of retirement planning, too many people outlive their savings or hoard money they should be spending.
July 11, 2022
Here's Your Midyear Client Review Checklist for 2022Between volatility and inflation and longer-term issues like estate planning and RMDs, there's lots to discuss.
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 28, 2022
5 Ways Life Insurance Can Boost Clients' Retirement PlansIt's a Secure Act-friendly estate planning tool. But that's not all, David Blanchett, Michael Finke and Dennis Martin say.