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.
Social Security Whiz Marcia Mantell Cheers Provisions for Widows, Caregivers in New Bill
By Ginger SzalaRep. John Larson's new bill has added new, important measures that are much needed, says the retirement expert.
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.
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.