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.
The Role of ETFs in Retirement Income
By John SullivanETF expert Ron DeLegge has a few favorite strategies, and one he absolutely does not like.
September 30, 2013
Insurance Issues Not So Simple for WomenYour female clients pay as much as 30% more for disability insurance than your male clients, and gender-specific pricing is nearly here for LTC coverage.
September 25, 2013
Got a Disability? Here’s How to Get BenefitsIn managing long-term disability income for HNW clients, or even for advisors themselves, there are several challenges to seeing benefits paid.
September 24, 2013
Top 10 Wall Street Crooks: Insider TradingUsing confidential information to make a mint is nothing new. Here are 10 that carried on that fine Wall Street tradition.
September 18, 2013
10 Best Cities for Jobs in Financial Services: 2013A mix of big and small metropolitan areas make the grade on Accounting Principals annual list.
September 17, 2013
LTC Financing in Crisis, Commission SaysOne long-term care expert calls the group's recommendations "Band-Aids," while another says they are a "step in the right direction."
September 12, 2013
Why Uninsured Should Heed Obamacare Mandate NowIts more than the cost; its long-term peace of mind, says CFP Board consumer advocate Eleanor Blayney.
September 11, 2013
4 Reasons Americans Skip LTC InsuranceSCAN Foundation, a think tank, looks more deeply at why Americans fail to plan for LTC.