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.
Can Green Be Its Own Reward?
By Marlene Y. SatterThose interested in both green investments and insurance might want to consider keeping an eye on a recently issued performance insurance policy that combines both.
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.
October 13, 2014
19 Top Colleges for Green MBAs: 2014These college rankings weave together the priority given to sustainability education with Financial Times Global MBA ratings.
October 09, 2014
15 of the Weirdest & Craziest Cases in Health Insurance FraudTake a look at some of the costliest, creepiest and even dangerous to the public health insurance fraud cases.