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.
Why Advisors Should Act Like Fiduciaries With or Without DOL Rule
By Bernice NapachIt's what their clients expect now, according to a panel of investment consultants at the TD Ameritrade annual LINC conference.
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.
November 14, 2016
Medicare Premiums, Deductibles Rising for Many in 2017Thirty percent of beneficiaries will pay more for Medicare Part B premiums and all beneficiaries will be subject to higher deductibles.
November 09, 2016
Finance, Insurance Industry Leaders React to Trump VictoryMany within these industries, like IRI and NAIFA, anticipate major regulatory upheavals when Donald Trump becomes president.