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.
Increasing Retirement Plan Participation in 5 Steps
By Commonwealth Financial NetworkHeres the bad news: Most Americans arent doing enough to save for retirement. The good news: Most realize they need help planning.
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.
December 31, 2015
15 Cheapest States for Long-Term Care Costs: 2015The old saw about what goes up must come down obviously wasnt coined by someone thinking about the costs of long-term care.
December 10, 2015
Investors See Turbulence Ahead; Confidence Somewhat ShakyInvestors who are not retired are significantly more optimistic than retirees who are concerned about the purchasing power of their retirement savings, Wells Fargo found.