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.
Add Life Insurance to Your Wealth Transfer Toolkit, Saybrus Urges
By Danielle AndrusThe life insurance consultant makes the case for how its product can provide efficient, stable income for beneficiaries.
August 25, 2014
Criminal Hacktivity: Why You Need Cyber-InsuranceIt's not a big slice of the market yet, but cyber-risk insurance is growing as more businesses realize that it's really not optional these days.
August 20, 2014
Advisor: Do You Have an Abundance or a Scarcity Mindset?What's true for clients is true for advisors. How you view the worldwith an abundance or a scarcity mindsetmakes a difference in your behavior. Choose.
August 18, 2014
Factoring Medicare Part B Premiums Into Financial PlansSince Ive built my own financial planning software, I can forecast clients Medicare Part B premiums as part of their future expenses in retirement.
August 13, 2014
5 Big Life Events Driving Clients to Seek AdvicePeople who seek advice during a life-changing event can become loyal clients if you win their trust. Here are some tips for meeting their needs.
August 12, 2014
Top 5 Retirement Expectations of BoomersBaby boomers are retiring in droves. In five charts, here are their expectations for the future, according to IRI.
August 05, 2014
Single Parents Choose College Savings Over RetirementSingle parents face "tremendous pressure" to balance college and retirement savings, Allianz says.
August 04, 2014
Minimizing the 3.8% Medicare Tax From Retirement Account DistributionsAdvisors can prove their worth in helping clients minimize the impact of the new 3.8% net investment income tax that can come from retirement accounts.