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.
An Advisor's Guide to Wills
By H. Jeffrey SpivackMaking sure clients are prepared is the most critical service you can provide.
January 26, 2022
Fed Signals Liftoff 'Soon,' Sees Asset-Reduction Start AfterwardFed chair Jerome Powell and other officials aren't "going to shrink the balance sheet until after they start raising rates," noted Guggenheim Partners CIO Scott Minerd.
January 24, 2022
Hey, Insurers: Offer Estate Planning at ScaleAn estate tech firm CEO says life insurers should help make creating a will faster and easier.
January 10, 2022
Blockchain Technology and Life InsuranceAn estate planning veteran looks at what Bitcoin and DeFi could mean for the industry.
November 22, 2021
NAIC Panel Member Seeks to Clear Regulatory PipesBirny Birnbaum says a life illustrations working group project seems to be stuck.
November 04, 2021
IRS Posts 401(k), IRA Limits for 2022Next year, the tax authority will boost some contribution limits but not all of them.
October 28, 2021
Social Security Whiz Marcia Mantell Cheers Provisions for Widows, Caregivers in New BillRep. John Larson's new bill has added new, important measures that are much needed, says the retirement expert.
October 25, 2021
Improving Your Brand Could Help in Washington: Finseca CEOOne possible beneficiary: Efforts to keep the federal government from taxing life insurance.