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.
Don’t Let Clients Take Their Passwords to the Grave
By Jane Wollman RusoffDigital 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 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.
October 09, 2014
Surviving Breast Cancer: 3 Ways to Reorganize Your FinancesThe burden of the extra costs that cancer survivors face after treatment can be mitigated by a financial advisor.
October 07, 2014
9 Creative Ways for Financial Advisors to Acquire ClientsIf your client acquisition tactics have become tiring or boring, theyre probably also not working very effectively, either.
October 06, 2014
The Cost of CancerThere are more than 14.5 million cancer survivors in the U.S. Some of your clients are probably among them.
October 06, 2014
File and Suspend Creates a Social Security Insurance PolicyA Social Security loophole lets clients who have delayed retirement get benefits even after the initial deferral decision has been made. There's one caveat, however.