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.
Effect of Gender-Based LTCI Prices Seen in New Index
By Danielle AndrusAs you would expect, men's cost is going down, while couples and women are paying more, according to the American Association for Long-Term Care Insurance.
January 21, 2014
Good Times? Then ‘Rebalance’ HNW Clients’ Insurance CoverageIn this period of relative calm, financially speaking, review clients insurance policy coverage terms, conditions and, especially, financial limits.
January 13, 2014
AIG Seeks to Add 600 Advisors in Annuities PushAIG plans to add 600 advisors in a push to increase sales of retirement products as some rivals retreat from annuities.
January 13, 2014
Advisors Fail to Address Retirees’ Housing Needs: Legg MasonAdvisors are falling behind in helping their aging clients prepare for what could likely be one of their biggest expenses in retirement: where to live.
December 23, 2013
Hidden Treasure: Aligning HNW Clients' Insurance NeedsOne of the ways the high-net-worth choose to spend their money is on artwork. However, the value of individual pieces and whole collections can fluctuate wildly.
December 23, 2013
The Messy Reality of Financial DecisionsFollowing the evidence is imperative and difficult.
November 25, 2013
Earth, Water, Fire: How to Protect Your Clients' HomesIf coastal homes arent getting hit with storms, theyre getting hit with higher insurance rates.
November 25, 2013
Court Eases Use of Annuities to Avoid Medicaid Spend-DownU.S. Appeals court clears path for using Medicaid-compliant annuities to provide income to one spouse while the other gets LTC coverage through Medicaid.