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.
Making the Case for Disability Insurance to Clients
By Wade SewardIf they lose their income, how will their retirement plans, or other plans, happen?
March 09, 2022
COVID-19 Drove 25% Increase in U.S. Deaths in JanuaryThe new numbers raise new questions about how retirement specialists should think about longevity.
February 24, 2022
Identity Fraud and Theft Increased Ahead of Tax Season: ReportFraudulent creation of new credit and loan accounts rose 61% from 2020 to 2021, Allstate Identity Protection found.
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.