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.
Retirement Spending Plans Should Follow Pension Strategy: Russell
By Danielle AndrusPensions funded ratio method offers a simple yet powerful percentage that most clients understand immediately, a Russell study says.
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.
November 10, 2014
Advisors, Don’t Retire at 65: SIFMA PanelOne way to ease the talent crisis is to encourage older advisors to stay in the business longer, panelists said.
November 10, 2014
How to Maximize Post-Retirement Income: The PrinciplesProper sequencing of withdrawals from taxable accounts, tax-deferred accounts (IRAs and 401(k)s) and Roth accounts can make or break a clients retirement income plan.
November 06, 2014
People Living Longer but Not Addressing LTC: Northwestern MutualDespite being aware of the implications of longevity, only a fraction of Americans have planned for long-term care, according to a new study.
November 06, 2014
Schwab’s Bettinger, Clark: RIAs Must Evolve; Robos in ‘Top of the First’Welcoming attendees at biggest-ever Impact, Schwab CEO and RIA chief explain robo-advisor strategy and call on RIAs to embrace the challenge of Generation Now.
October 28, 2014
UBS’ Advisor Production Tops Merrill’s (Again), as Q3 Profits RiseUBS Wealth managers in the Americas have average annual fees and commissions of nearly $1.08 million.
October 27, 2014
High-Self-Worth ClientsThere is no minimizing the hurt and disappointment felt by some of the folks described in Jane Wollman Rusoff's cover story who have had to rebuild a retirement…