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.
Northwestern Mutual Launches 'The Great Realization' Marketing Campaign
By Allison BellAn executive says the pandemic has moved people to "live right now."
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.
May 26, 2022
Making the Case for Disability Insurance to ClientsIf they lose their income, how will their retirement plans, or other plans, happen?
May 25, 2022
Finseca Brings 626 Advisors to Schmooze WashingtonThe group could have an especially big impact on advisors' more complex clients.