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 to Achieve Financial Wellness? Use Programs Repeatedly, Run Retirement Projections
By Bernice NapachThese are the key findings from Financial Finesse's 2016 Year in Review report.
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.
December 27, 2016
Small Business Gets Year-End Relief for Health ReimbursementsYour small business clients will be able to offer qualified small employer health reimbursement arrangements (QSEHRAs) beginning in 2017.
December 20, 2016
Start Worrying About Long-Term CareWill long-term care insurance ever be an attractive product for many Americans? If not, how will we pay for care when we get old?