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.
Finke: For Retirees, Spending Too Little May Tarnish Golden Years
By Bernice NapachThough many people fear they will run out of money in retirement, the reality is that most don't spend enough to enjoy it.
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.
January 01, 2016
Lion Street Announces Strategic Partnership With Voya FinancialLion Street is partnering with Voya Financials individual life insurance business.
December 31, 2015
Top 15 Most Expensive States for Long-Term Care: 2015Paying for health care is a top boomer retirement worry and in these states, its easy to see why.