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.
Earth, Water, Fire: How to Protect Your Clients' Homes
By Marlene Y. SatterIf coastal homes arent getting hit with storms, theyre getting hit with higher insurance rates.
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.
October 23, 2013
Start LTC Planning Now, Save a Bundle Later: GenworthFamilies could save almost $11,000 per year on out-of-pocket expenses for long-term care if they started planning a little earlier, a Genworth report found.
October 17, 2013
Top 12 Wealthiest Countries: 2013Where are the wealthy living? Here are the countries with the most high-net-worth individuals, according to Capgemini and RBC Wealth Management.