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.
10 Most Livable Cities in the World: 2021
By Michael S. FischerThe pandemic caused upheaval in the the Economist Intelligence Unit's annual ranking; several U.S. cities rose.
May 14, 2021
Insurer to Pay $77M to Settle Criminal Tax Evasion CaseSwiss Life has agreed to help the U.S. government locate U.S. tax evaders in a criminal case involving private placement insurance.
April 28, 2021
Biden Proposes Making Health Premium Subsidy Boost PermanentHis American Families Plan outline also includes a national paid family and medical leave program.
March 09, 2021
Insurance Is an Asset Class: Idea FileRobin Raju, head of individual retirement at Equitable, talks about how the annuity market gameboard has changed.
February 21, 2021
John Hancock Has a Not-So-Secret Weapon for Tracking COVID-19The life insurer knows whether program policyholders are exercising. Someday, it could know more.
January 25, 2021
How to Help Clients Embrace Emotions to Make Better Financial DecisionsAspiriant partner Sandi Bragar says balancing clients' emotions is as important as mapping out their asset allocation and tax planning strategies.
January 15, 2021
Low Interest Rates Push LTCI Prices UpPrices for new coverage are up both for stand-alone LTCI policies and for linked-benefit life hybrids.
January 07, 2021
Genworth May Cut Remaining LTCI Sales and Marketing OperationsThe company's CEO says NYSE moves against three Chinese companies added to China Oceanwide deal completion woes.