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.
Going Long, Staying Covered
By Marlene Y. SatterSurveys have shown that many people either plan to delay retirement or aren't planning on ever retiring.
February 24, 2015
Fidelity Merges Clearing and Custody Arms; Launches Tech UnitThe combination of National Financial and Fidelity Institutional Wealth Services is five years in the making. Fidelity Wealth Technologies will be led by Mike Durbin.
February 23, 2015
Elderly Spend Nearly 20% of Income on Health Care: EBRIThe average yearly out-of-pocket cost of health care for seniors 85 and older is $6,603 per household, according to a comprehensive national study.
February 19, 2015
LPL Beats Q4 Estimates, Tops 14,000 RepsEarnings improved 9% on strong asset growth and RIA-related results, as well as lower compensation costs.
February 06, 2015
Broker Movement May Well Have a Banner Year in 2015Recruiting packages likely won't get any better, and watch for the continuing rise of the "Super Independents."
February 05, 2015
5 Hot Retirement Planning Topics for 2015QLACs and split 401(k) rollovers are just two of the top retirement planning trends that your clients need to be aware of.
February 02, 2015
Longevity Annuities: Their Time Has ComeNew rules open a landscape of possibilities for retirees to draw income in their 80s and beyond, Michael Finke writes.
December 16, 2014
Genworth Named Best for LTC and Life Insurance Service: DalbarGenworth was ranked first for the high quality of service in long-term care and third for the quality of service provided to life insurance policyholders.