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.
UBS’ Advisor Production Tops Merrill’s (Again), as Q3 Profits Rise
By Janet LevauxUBS Wealth managers in the Americas have average annual fees and commissions of nearly $1.08 million.
October 27, 2014
Get Ready for Clients Who Keep LivingFour scenarios for longevity and financial advice.
October 27, 2014
The New Retirement Dream: RelocationMoving where money goes further has gained popularity as a retirement strategy.
October 27, 2014
Helping Retirees Dodge the Medicare Income-Based SurchargeYou can alter a clients investments to generate income that is excluded from Medicares income calculation, but the time to plan is now.
October 22, 2014
Don’t Let Clients Take Their Passwords to the GraveDigital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.
October 21, 2014
Top 10 Worst Baseball ContractsExcluding the players in the World Series, there are many contenders for a baseball list that no one wants to be a part of.
October 16, 2014
Don’t Let Medicare Surcharges Take a Bite Out of Clients’ RetirementNew white paper offers strategies to reduce Medicare surcharges and increase net retirement income.
October 16, 2014
5 Reasons Consumers Flunk LTC PlanningSloth, denial and tight budgets may not be the only villains.