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.
Got a Disability? Here’s How to Get Benefits
By Danielle AndrusIn managing long-term disability income for HNW clients, or even for advisors themselves, there are several challenges to seeing benefits paid.
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.
September 09, 2013
401(k)s Blasted as ‘Poorly Designed’: StudyA report from the Economic Policy Institute takes aim at 401(k)s, claiming they increase income inequality and were never intended to replace pensions.
September 09, 2013
20 Best & Worst States for Pension FundingPublic employees of some states find their retirement plans imperiled through bloated promises and mismanagement, while employees of other states are better off.
September 06, 2013
Trillion-Dollar Asset Managers Rule Global AUM: CerulliThe worlds largest money manager, BlackRock, is still the only global asset manager with assets in excess of $3 trillion, according to Cerulli.
September 06, 2013
Spouses Who Plan Together Are Best Prepared to Retire: Behavioral StudyNew behavioral research predicts that discussion between pre-retirement spouses can lead to more success and less stress when they leave the work force.