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.
15 Key Health Care Act Provisions That Begin in 2014
By From Healthcare Reform Facts By Alson MartinThe Patient Protection and Affordable Care Act was signed by President Obama on March 23, 2010, but 2014 is the year when most core pieces of PPACA will be activated, effecting many of your clients' health care planning.
October 02, 2013
Government Shutdown Threatens Growing U.S. WealthU.S. households are getting wealthier and earning more, but the government shutdown could put those gains in jeopardy.
October 02, 2013
Men, Women and Medicare: 6 Planning Tips for CouplesWomen are much less confident than men about their ability to pay for health care in retirement, a survey released Wednesday by Allsup found.
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."