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.
What Financial Firms Can Learn From Fitness Trackers
By Danielle AndrusFinancial firms that want to offer a better digital experience to their clients should look outside the financial services industry, according to Corporate Insight.
June 17, 2016
Top 4 Reasons You Better Discuss Social Security With ClientsAmong them, the risk of losing clients who would rather switch to an advisor who will.
May 31, 2016
Top Portfolio Products: FPA Launches Reengineered PlannerSearch PlatformFPA has made it easier for consumers to find financial planners. See how the organization redesigned its PlannerSearch website.
May 27, 2016
9 Factors That Affect LongevityLongevity is increasing, but these nine factors play a role in how long people actually live.
May 25, 2016
DOL’s Best Interest Standard May Be Tougher Than It LooksThere were a number of excellent comments to my last blog, including a tome-like tutorial by Ron Rhoades on best interest and sole interest standards.
May 24, 2016
Mitigating Postretirement Health Expense RiskPostretirement healthcare costs can be a significant expense, fortunately there are planning vehicles and income minimization techniques that can help.
May 22, 2016
New American Funds Portfolios Designed to Make Retirees’ Money LastThere are three key characteristics of portfolios designed to meet investors longevity needs, according to Steve Deschenes of The Capital Group.
May 18, 2016
DC Plans Seek to Boost Results by Thinking Like PensionsDC plan sponsors are adopting best practices of defined benefit plans as a way to increase the efficiency of their plans, according to BNY Mellon.