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.
Guardian Launches Whole Life Rider Tied to S&P 500
By Danielle AndrusGuardian has launched a new feature intended to mimic indexed universal life policies, which are soaring in popularity.
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.
August 27, 2015
No Social Security COLA in 2016: Higher Medicare Premiums for Your ClientsSome 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 19, 2015
10 Cheapest States for Retirement Health CareLooking to guide your clients to states where their health care will cost substantially less? Here's your cheat sheet from HealthView Services.
August 18, 2015
10 Most Expensive States for Retirement Health CareHealthView Services advisor- and physician-reviewed methodology projects retirement health care costs based on data from 50 million health care cases.
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.