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.
How HNW Families Can Protect Themselves and Their Wealth: Study
By Michael S. FischerAffluent households face challenges in securing adequate insurance coverage, particularly in catastrophe-prone areas, HUB International found.
December 16, 2024
3 Ways to Give Better Advice by Understanding BehaviorChanges in lifestyle and behavior are exposing gaps in traditional approaches to retirement planning and life insurance.
December 13, 2024
Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBOThe projected value of changing asset transfer rules and cutting IRA and 401(k) contributions is up from $209 billion in 2020.
December 11, 2024
7 New Findings on How Millennials, Gen Xers Want to Transfer WealthYounger generations expect to do things differently, a new Schwab survey shows.
December 04, 2024
Tax Planning Opens a Door for Insurance Wealth Managers: KPMG StrategistLife and annuity advisors should flourish in the new one-stop-shop world, Brian Dunham predicts.
December 02, 2024
Long-Term Care Insurance Still MattersA man who helps families find care looks at what most are missing.
November 08, 2024
12 Best Cities for Veterans to Live: 2024The top locations prioritize education, employment, health care and entertainment, according to WalletHub.
November 06, 2024
5 Ways Trump's Election Could Affect Life and Annuity PlayersThe climate for rollover sales standards and federal estate taxes will change.