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.
DOL’s Best Interest Standard May Be Tougher Than It Looks
By Bob ClarkThere 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 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.
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.