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.
Hidden Treasure: Aligning HNW Clients' Insurance Needs
By Marlene Y. SatterOne 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.
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.
November 22, 2013
Most Boomers Clueless on How Obamacare Affects Them: NationwideFalse assumptions could derail retirees' ability to meet expenses in retirement, Nationwide Financial warns.
November 19, 2013
LTC’s Future Lies in New Crop of Hybrid ProductsNew asset-based long-term care insurance products can allow your clients to obtain affordable coverage on an almost risk-free basis.
November 13, 2013
Throw the Bums (Adult Children) Out!A crop of new studies suggest the millennial generation needs a good talking to with advisors bolstering their parents.
November 07, 2013
Americans to Congress: Hands Off Our Retirement AccountsA survey released by the Coalition to Protect Retirement found 87% of Americans think retirement accounts should be off limits to Congress.
November 01, 2013
Treasury, IRS Change FSA Use-or-Lose RuleTreasury Secretary Lew says the change is a "common-sense solution" to help people pay for health care.
October 25, 2013
Single Women Shopping for LTC Insurance Better Start NowThis spring, insurers started introducing new policies that charge single women between 40% and 60% more than their male counterparts, says AALTCI.