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.
Selecting Child Care: An Underwriter’s Perspective
By Therese PalmiottoAfter being out of the office for a few months on maternity leave, it was time to put down my diaper bag and pick up my briefcase. Then I had to start evaluating my options for child care.
October 06, 2013
Why Social Security Expertise Is Critical to Clients — and AdvisorsAccording the Social Security Administration, 74% of recipients are receiving a reduced benefit amount.
October 06, 2013
The Role of ETFs in Retirement IncomeETF expert Ron DeLegge has a few favorite strategies, and one he absolutely does not like.
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.