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.
Mitigating Postretirement Health Expense Risk
By Robert Bloink, William H. ByrnesPostretirement healthcare costs can be a significant expense, fortunately there are planning vehicles and income minimization techniques that can help.
May 17, 2016
Six Steps for Taking Care of the CaregiverHelp your clients plan to meet loved ones needs without neglecting their own.
May 17, 2016
Top 15 Cheapest States for Long-Term Care: 2016Even in these states, LTC is expensive, averaging $38,583 a year in the cheapest state, Genworth reports.
May 12, 2016
Top 15 Most Expensive States for Long-Term Care: 2016Genworth survey identifies the states with the highest annual care costs.
May 09, 2016
What’s a Confounder?As in a study looking at retirement ages and mortality, researchers need to be on the lookout for "confounding" variables.
May 09, 2016
Medicare Deferrers Can Reap Big BenefitsWhile not every client will be eligible for delaying enrollment in all parts of Medicare, the financial benefits of delaying enrollment can be substantial.
May 02, 2016
Top Portfolio Products: Touchstone Launches an International Growth FundTwo may be better than one. Check out these partnerships that created new platforms for compliant marketing and wealth management.
May 02, 2016
DOL Fiduciary Rule Highlights HSA Retirement Income ValuePutting HSA advisors under the fiduciary rule umbrella is the DOLs acknowledgement of an important alternative use for HSAs in retirement income planning.