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.
No Social Security COLA in 2016: Higher Medicare Premiums for Your Clients
By James J. GreenSome retirees will bear the brunt of higher Medicare Part B premiums due to their higher income and no Social Security COLA, the Center for Retirement Research reports.
August 18, 2015
Servicemembers Favor Permanent, Not Temporary Life InsurancePermanent life insurance ownership among members of the military has increased seven points over the last year, according to First Command Financial Services.
August 12, 2015
Morningstar: Everplan's Schneiderman on a New Service for Advisors' ClientsAbby Schneiderman announces an advisor version of Everplans.com, which helps people "get together all the important information that their families need if something happens to them."
August 06, 2015
U.S. Raise Long-Term Care Insurance Rates for Government WorkersThe increases for new enrollees apply across all plan options in the country's largest LTCI program, but some coverage is expanding.
August 03, 2015
Elders’ Risk of Falling Is FallingA Munich Re subsidiary has come up with a program to reduce falls among seniors and with them, insurance claims.
August 03, 2015
Funding a Cure for Childhood DiseasesIn June, Children's National Health System and Benefunder, a hosted donor-advised fund, announced a partnership to increase funding for pediatric research.
August 03, 2015
Advising the Squeezed ‘Sandwich Generation’Clients supporting both parents and kids pose unique challenges and opportunities.
July 27, 2015
Maximizing Health Savings: HSA or FSA?As out-of-pocket health-related expenses rise, finding a tax-preferred funding method has become critical. So, health savings accounts or flexible spending accounts? Or both?