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.
Surviving Breast Cancer: 3 Ways to Reorganize Your Finances
By Sabrina BachaiThe burden of the extra costs that cancer survivors face after treatment can be mitigated by a financial advisor.
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.
October 06, 2014
10 Best Cities for Jobs in Financial Services: 2014Several cities debut on Accounting Principals annual list on financial services jobs.
October 01, 2014
Healthier Retirees Will Spend More on Health Care: IRIExperts suggest that advisors need to start considering health care costs in their clients' financial portfolios due to increasing life expectancies.
September 29, 2014
Don't Give Your Money AwayChubb's new social engineering fraud endorsement protects firms from theft by deception.
September 29, 2014
When History and Finance Go WrongThe planning fallacy is our tendency to underestimate the time, costs and risks of future actions while overestimating the benefits.
September 29, 2014
FSI Offers Disability, Term Life Insurance for MembersFSI is offering true large group long-term disability coverage thats not available on the open market, said CEO Dale Brown.
September 25, 2014
Retirement Income Experts Convene at IRI ConferencePolitical analyst Stuart Rothenberg will discuss the current political landscape of the retirement industry.