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.
Top 15 Most Expensive States for Long-Term Care: 2016
By Marlene Y. SatterGenworth survey identifies the states with the highest annual care costs.
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.
March 17, 2016
Finke: For Retirees, Spending Too Little May Tarnish Golden YearsThough many people fear they will run out of money in retirement, the reality is that most don't spend enough to enjoy it.
March 10, 2016
Understanding the Rules and Avoiding the Tax Traps of 1035 ExchangesA tax-free 1035 exchange of an annuity or life policy may seem like a good solution, but you need to understand the rules and watch the numerous tax traps involved.