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.
Dead to Rights: Insurers Struggle to Award Beneficiaries
By Marlene Y. SatterWhen insurance agents were personally acquainted with their customers, it was fairly simple to be sure death benefits were paid. Now, not so much.
April 07, 2014
An Overlooked Post-Retirement Health Care StrategyWhile not for everyone, putting a traditional retirement account to work with an HSA is a tax-preferred way to cover health care costs in retirement.
April 07, 2014
14 Best Paying Jobs for College Business Majors: 2014Thousands of college students graduate every year with business majors, but which jobs offer the best paying career path?
March 28, 2014
HSAs and Taxes: How to Handle Transfers and RolloversTax Facts experts explain the details and pitfalls of health savings accounts.
March 28, 2014
Despite Their Financial Power, Women Save Less Than Men: MerrillWomen tend to accumulate less than men in retirement savings despite the fact that they now enjoy more financial power than ever, says Merrill Lynch.
March 17, 2014
Retirement Income Windfall: How to Get a Social Security Lump-Sum PaymentBy creatively timing when your client first receives Social Security payments, that client can receive a lump-sum payment that can unlock many options.
March 10, 2014
Roth IRAs Off Limits to High-Income Clients? Not ExactlyThere is an alternative, indirect route to Roth IRAs for some high-income clients. It takes time and planning, but may well be worth the effort.
February 25, 2014
Matching Clients’ Asset Location With Their Asset AllocationTaking a holistic approach to your clients portfolio(s) is the only way to successfully maximize returns, not to mention you'll be adding value.