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 Portfolio Products: New ETFs Reflect Social Media Buzz, Catholic Values
By Marlene Y. SatterThe latest ETF offerings include one that takes its direction from the buzz on social media and another that follows guidelines from the Catholic Church.
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.
January 26, 2016
Increasing Retirement Plan Participation in 5 StepsHeres the bad news: Most Americans arent doing enough to save for retirement. The good news: Most realize they need help planning.
January 21, 2016
Clients’ Dementia Presents Ethical Challenges for AdvisorsGerontologist Sandra Timmermann explores the "thorny issues" of cognitive decline.
January 13, 2016
Consumer-Driven Health Plans Drive Cost Consciousness: EBRICDHPs appear to be effective ways to encourage cost-conscious behavior among participants, according to EBRI.
January 11, 2016
Having It All? Combining Whole Life With Indexed Universal LifeInsurance carriers are adding an indexing feature via paid-up additions (PUAs) to their whole life insurance offerings.
January 08, 2016
What Clients Need and What Advisors Aren’t Doing: Liz DavidsonThe Financial Finesse founder offered ThinkAdvisor some pointers on how advisors can attract and retain clients and where she thinks the business is heading.
January 07, 2016
Does Your Advisory Firm Really Have an Answer for the Robo Threat?AssetMark's "purpose-based" module has a language and approach that are different enough to resonate with a different set of planners and clients.