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.
Despite Their Financial Power, Women Save Less Than Men: Merrill
By Melanie WaddellWomen tend to accumulate less than men in retirement savings despite the fact that they now enjoy more financial power than ever, says Merrill Lynch.
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.
January 30, 2014
Effect of Gender-Based LTCI Prices Seen in New IndexAs 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 27, 2014
Insurance for the Field of DreamsSay you have a client (or yourself, perhaps) whos so heavily into fantasy sports, hes one of the 25 million-plus players who fork over more than $1 billion annually to put together a team.
January 21, 2014
HRAs Falling as HSAs Continue to Soar: EBRIThe number of HRAs, where employers reimburse health costs, fell in 2013 for the first time in a decade while HSAs continued to expand.
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.