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.
Charles Duhigg: 6 Keys to Being a More Productive Advisor
By Jane Wollman RusoffThe Pulitzer Prize-winning author talks to ThinkAdvisor about how advisors can harness the science of productivity.
March 27, 2017
SEC Bars Broker for Aiding Brothers' Securities FraudThe three repeatedly duped at least four unsophisticated foreign investors into sending funds to various U.S. bank and brokerage accounts," the SEC states.
March 24, 2017
How to Achieve Financial Wellness? Use Programs Repeatedly, Run Retirement ProjectionsThese are the key findings from Financial Finesse's 2016 Year in Review report.
March 23, 2017
Investor Optimism Climbs to 16-Year High: Wells Fargo/GallupThe last time investors were so optimistic in this survey was November 2000, when the tech boom was ending.
March 09, 2017
Betterment for Business Teams Up With ADPThe 401(k) unit of the largest independent robo-advisor said the partnership will strengthen its ability to serve "midsized professional services firms."
February 27, 2017
Most Long-Term Care Insurance Claims Are for Home CareLTCI is not "nursing home insurance," says AALTCI's Jesse Slome.
February 22, 2017
How to Prevent Legal, Ethical Problems When a Client Gets Alzheimer’sIts critical for advisors to learn to work with clients with early-stage dementia, annuity expert Dave Paulsen of Transamerica tells ThinkAdvisor.
February 15, 2017
New Robo-Advisor Targets Minority CommunitiesFinhabits is focused on minority clients because many Latinos and African-Americans don't have retirement funds, says founder Carlos Garcia.