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.
5 Life and Retirement Traps for Cross-Border Clients
By Allison BellTerry Ritchie says cross-border clients need skilled advisors.
May 20, 2021
Relying on Holographic Wills Is a Terrible IdeaThe author wants your help with warning clients against use of do-it-yourself, handwritten wills.
May 18, 2021
Supreme Court Strips Lawsuit Protection From IRS Reporting RulesThe court ruled that taxpayers can sue over IRS reporting rules without violating the rules.
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.