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.
Hey, Insurers: Offer Estate Planning at Scale
By Sonny KapoorAn estate tech firm CEO says life insurers should help make creating a will faster and easier.
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.
October 19, 2021
The Best Life Insurers for Customer Satisfaction — J.D. Power, 2021The ability to place assets in a tax-advantaged plan is drawing clients to life insurance and boosting satisfaction.
September 09, 2021
Maybe a Mutual Life Insurer Is Different: Idea FileNorthwestern Mutual CEO John Schlifske makes the case that policyholder ownership means an insurer puts the policyholders first.
August 30, 2021
New York Life to Promote App Aimed at Bereaved FamiliesThe insurer estimates typical families spend about 540 hours wrestling with administrative tasks.
August 22, 2021
What Agents Should Know About How Medicare Covers Ostomy ProductsMore than 750,000 people in the United States have ostomies.