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.
FSI Offers Disability, Term Life Insurance for Members
By Melanie WaddellFSI is offering true large group long-term disability coverage thats not available on the open market, said CEO Dale Brown.
September 19, 2014
JPMorgan’s Kelly: U.S. Economic Recovery ‘Like an Irish Summer’Recovery has been damp and disappointing, David Kelly says, but decline in unemployment is encouraging. If only the housing market would recover
August 25, 2014
Financial Planning and Hiking on Half DomeReflections on a challenging Yosemite hike.
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.