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.
The Best Life Insurers for Customer Satisfaction — J.D. Power, 2021
By Michael S. FischerThe ability to place assets in a tax-advantaged plan is drawing clients to life insurance and boosting satisfaction.
August 22, 2021
What Agents Should Know About How Medicare Covers Ostomy ProductsMore than 750,000 people in the United States have ostomies.
August 18, 2021
Schwab Launches Interactive Platform to Help Retirement SaversA new dashboard helps savers assess their financial health and then take next steps.
July 13, 2021
Costco Offers Better Prices Than Medicare 50% of the Time: StudyAccording to USC research: 'It's time to fix incentives in the Medicare Part D system to put the patient first.'
July 13, 2021
Is It Time to Overhaul America's Social Insurance System?A new report considers changes in social insurance programs, from workforce training to health care, as the U.S. recovers from COVID.
June 18, 2021
Advisors Embrace Financial Education for Students: SurveyTwo-thirds of advisors said they expect financial education to be part of their future business model, new research from MoneyGuide has found.
June 11, 2021
5 Life and Retirement Traps for Cross-Border ClientsTerry Ritchie says cross-border clients need skilled advisors.
June 11, 2021
CBO Estate and Gift Tax Info You (and D.C. Insiders) Should KnowThe agency has prepared a guide for lawmakers and their aides. Here's what it says.