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 Prevent Legal, Ethical Problems When a Client Gets Alzheimer’s
By Jane Wollman RusoffIts critical for advisors to learn to work with clients with early-stage dementia, annuity expert Dave Paulsen of Transamerica tells ThinkAdvisor.
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?
December 06, 2016
7 Estate Planning Resolutions for Clients to Make NowThe post-election, busy holiday season is actually the right time to ensure clients' estate plans are up to date.
December 01, 2016
Citizens Financial to Start Robo-Advisory Platform With SigFigThe Royal Bank of Scotland is partnering with SigFig to launch a robo-advisor platform next year.
November 21, 2016
Moeller on Medicare: Advisors, Beware of Land Mines on Timing, CoveragePlanning for Medicare, the most complicated component of U.S. health care, needs to be worked out with clients.
November 21, 2016
Are Your Clients’ 401(k)s 'True Up' Plans?Scheduling clients contributions carefully can make a big difference over time in a 401(k) account balance.