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.
VA Is Tightening Rules on LTC Benefit for Veterans
By Marlene SatterNew regulations for the Aid and Attendance program, which helps veterans cover long-term care, take effect in October.
August 10, 2018
The Good News and Bad News About Retirees' Health Care CostsExpectations for 2019 and 2020 are very different.
July 30, 2018
10 Issues to Resolve So You Can Succeed at Seminar MarketingThere are hurdles to overcome when hosting these events, but the effort can prove worthwhile for financial advisors.
May 23, 2018
Widowed Sisters Are Doing It for Themselves (but They Still Need Your Advice)New studies show growing financial independence and declining poverty among widows. Here's what advisors should know.
May 07, 2018
What Americans Think About Retirement Income in 5 ChartsA Franklin Templeton survey shows how concerns about retirement savings strategies differ by generation.
May 07, 2018
What Americans Think About Retirement Income in 5 ChartsA Franklin Templeton survey shows how concerns about retirement savings strategies differ by generation.
May 03, 2018
Policyholders Cling to Unum Long-Term Care Insurance PoliciesSales of individual disability were up, but sales of group disability were down.
May 03, 2018
Policyholders Cling to Unum Long-Term Care Insurance PoliciesSales of individual disability were up, but sales of group disability were down.