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.
Under the Hood: Life Expectancy and Financial Planning
By Mike PattonTo make an adequate financial plan, you must assume a certain life expectancy for the client. Here's how to get started.
November 18, 2014
13 Best & Worst Broker-Dealers: Q3 Earnings, 2014The third quarter saw several firms get hit with problems, while others were able boost their financial results.
November 17, 2014
Losing a Spouse Hits Women Harder Than MenWomen were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
November 16, 2014
15 Colleges With Best Paying Graduate Degrees: 2014Is a master's degree worth the steep cost? That depends partially on where you choose to get it.
November 14, 2014
Retirement Spending Plans Should Follow Pension Strategy: RussellPensions funded ratio method offers a simple yet powerful percentage that most clients understand immediately, a Russell study says.
November 14, 2014
Discuss LTC or Visit Dentist? In Study, 25% Prefer DentistAccording to a Genworth study, fewer than 30% of adults have even had a conversation about their long-term care or aging needs.
November 13, 2014
3 Cool Tech Products for Advisors at T3T3 conference features new releases and tech upgrades from eMoney, Advizr and more.
November 10, 2014
How to Help Clients Claim MedicareFew retiring clients ask their advisors about Medicare, but there is much they need to know about claiming this mandatory benefit.