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.
I Was a 401(k) Robo-Advisor and Didn’t Know It
By Ric LagerThere are straightforward ways to work with new and existing clients and technology to boost your business.
July 11, 2014
Top Portfolio Products: Multi-Strategy ETF Launched by AdvisorSharesPlus, Invesco PowerShares outlines changes to its municipal bond ETFs.
July 10, 2014
Top 12 Countries With Most Millionaires: 2014Wonder where the wealthy live? Capgemini and RBC Wealth Management list the nations with the most high-net-worth individuals.
July 10, 2014
A Pioneer Continues to Sound the Women's Retirement Security AlarmWhile women have grown in their financial knowledge and power since WISER's Cindy Hounsell started educating them 20 years ago, challenges persist.
July 02, 2014
Getting Clients to Share Their SecretsClients are notorious for withholding information and assets from their financial advisors. FinaMetrica gets them to let their guard down.
June 19, 2014
Billion-Dollar Pensions, Nonprofits Favor Equities — for NowNonprofits and pensions managing $1 billion or more in assets hold a substantial portion of their assets in equities, according to Market Strategies International.
June 09, 2014
HSAs: An Unconventional Retirement Income Planning ToolThe health savings account can actually function as a powerful retirement income planning vehicle for clients looking to supplement their retirement savings.
June 06, 2014
20 Best & Worst States for Military RetireesA WalletHub study determines the best places to retire from the military, even if you dont retire from working.