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.
The Advisor-Client Relationship: Infinite Problems, Infinite Possibilities
By Ryan BeachHere are four common scenarios advisors encounter with clients and how to react.
October 02, 2017
15 Most Expensive States for Long-Term Care: 2017Genworth's annual study on the cost of care nationwide, which includes home care, assisted living facilities, etc., is not reassuring.
September 29, 2017
Wells Fargo Consistently ‘Abused’ Customers, House Dems SayThe 38-page House Financial Services staff report cites a pattern of abusive business practices and disregard for customers.
September 27, 2017
JPMorgan Ordered to Pay More Than $4B to Texas WidowThe bank was found to have mismanaged estate of Max Hopper, though courts often reduce outsize punitive damages awards.
September 26, 2017
Here’s How Financially Naive Millennial Parents AreAccording to Personal Capital, 70% say they favor saving for their kids college education over saving for retirement, a strategy advisors usually oppose.
September 21, 2017
How to Get Medicaid for Nursing Home Care Without Going BrokeEven well-off people can easily go broke paying for nursing home care. But it doesn't have to be thus, Medicaid expert Gabriel Heiser tells ThinkAdvisor.
September 18, 2017
Robert Reynolds: Here's How Workplace Plans Can Save RetirementA new book from the CEO of Putnam Investments and Great-West Financial outlines changes in 401(k) plans that can help meet that goal.
September 13, 2017
Fintech Is a Tool, Not an Obstacle, in Client ServiceIn the new world of financial planning, value is derived from the ongoing dialogue as much as from the end product or plan, Celent writes.