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.
19 Top Colleges for Green MBAs: 2014
By Michael S. FischerThese college rankings weave together the priority given to sustainability education with Financial Times Global MBA ratings.
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.
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.