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.
Investors Say No to FINRA’s CARDS Plan
By Melanie Waddell"Data from this survey reveals that investors have serious concerns about the CARDS proposal and the risks such a system could pose to their privacy," says SIFMA CEO Bentsen.
December 08, 2014
In Search of the Best Financial Planning Software: IntegrationAs I near my decision on which financial planning software to choose, a last-minute integration issue arises.
December 04, 2014
How Will AUM Advisors Weather the Next Market Downturn?With an average profit margin of 22%, not all advisory firms may even survive the next downturn.
December 02, 2014
For Investors, Guaranteed Retirement Money Trumps GrowthConcern over retirement income far outweighs investors interest in portfolio growth.
December 01, 2014
Court Blocks Restrictive State Medicaid Annuity PracticesAn Ohio federal court ruling suggests the way may be clearing for clients who wish to use Medicaid-compliant annuities in their long-term care planning.
November 25, 2014
Clients Showing Signs of Dementia: The Advisor’s RoleDont drop your aging clients at the first sign of cognitive impairment. Alternatives exist if youre prepared.
November 25, 2014
9 TED Talks Every Financial Advisor Must WatchThe ClientWise team has compiled their favorite, most inspirational and funniest TED Talks yet!
November 24, 2014
Long-Term CarelessDiscussing long-term care insurance can be toughassuming advisors can get their clients to discuss it at all.