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 Advisors Can Put Advice & Clients First
By Steve ScrutonWith tweaks to how they communicate and use technology, wealth managers can deepen relations with investors and grow their practices.
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.
February 02, 2017
Why Advisors Should Act Like Fiduciaries With or Without DOL RuleIt's what their clients expect now, according to a panel of investment consultants at the TD Ameritrade annual LINC conference.
January 24, 2017
Fixed Indexed Annuities to Dominate 2017 Annuity MarketplaceWhile the exact future of the DOL fiduciary rule is hazy, many carriers are embracing fixed indexed annuities.