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 Issues to Resolve So You Can Succeed at Seminar Marketing
By Bill GoodThere are hurdles to overcome when hosting these events, but the effort can prove worthwhile for financial advisors.
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.
April 19, 2018
3 Questions for Clients Looking at Senior Care OptionsSome clients have to move from planning for long-term care to implementing the plan.
March 15, 2018
Americans Are Spending More but Planning Less for Caregiving: Northwestern MutualNew findings reveal 7 in 10 caregivers reduced their own living expenses to cover caregiving costs.
February 20, 2018
Future Retirees Will Be More Vulnerable to Market Shocks: CRRRetirees financial fragility increases as they depend more on financial assets for income, the Center for Retirement Research reports.
January 03, 2018
Beware the Chained CPI Link in the New Tax LawIt accelerates moves into higher tax brackets, slows the growth of deductions and sets the stage for lower Social Security COLAs.