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.
4 Financial Planning Steps for Clients With Alzheimer’s
By Danielle AndrusAdvisors should address these issues with clients early while they can still make their own decisions about their care.
October 20, 2015
QLACs Can Simplify the Retirement Income Planning GameQualified longevity annuity contracts (QLACs) can play an important role for middle-market clients in retirement income planning.
October 05, 2015
How to Enroll in — and Pay for — MedicareHealth insurance is confusing enough while youre still working, but once you turn 65, introducing Medicare to the mix adds another layer of confusion.
September 15, 2015
Milevsky, Madrian to Headline Retirement Income ConfabThe 10th annual RIIA gathering will also zoom in on demographic trends affecting 401(k)s and other savings plans.
September 09, 2015
Guardian Launches Whole Life Rider Tied to S&P 500Guardian has launched a new feature intended to mimic indexed universal life policies, which are soaring in popularity.
September 08, 2015
Dodging Steep Penalties in Retiree-Only HRA DesignWorried about the Cadillac tax? ACA provisions have limited health reimbursement arrangements, but these vehicles may yet be important for employers.
August 31, 2015
Is Using Big Data Price Optimization — Or Price Gouging?Insurance provides a valuable bulwark in case of loss, but also allows clients to sleep at night. Peace of mind is worth a premium but how much?
August 28, 2015
Small-Business 401(k)s Follow Large-Plan Trends: VanguardVanguard has released its small-business-focused How America Saves report, which found small 401(k) plans are mirroring trends seen at larger companies.