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.
Six Steps for Taking Care of the Caregiver
By Raymond James FinancialHelp your clients plan to meet loved ones needs without neglecting their own.
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.
April 28, 2016
Retirement Is Good, Not Great, for More Retirees: EBRISince 2012, the percentage of retirees who say they're "very satisfied" fell from 62.5% to 48%, an EBRI survey finds.
April 25, 2016
Top Portfolio Products: New ETFs Reflect Social Media Buzz, Catholic ValuesThe latest ETF offerings include one that takes its direction from the buzz on social media and another that follows guidelines from the Catholic Church.
April 25, 2016
How Insurance Partnerships Help You Better Serve HNW ClientsWealth management firms are branching out to create holistic risk management programs for their high-net-worth clients.