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.
Exploring the New Generation of Term Life Insurance
By Robert Bloink, William H. ByrnesTerm life insurance is finally being brought up to speed, with carriers jumping to differentiate their products in a crowded market.
August 19, 2013
How to Build Your Own Solution to Long-Term Care Insurance ScarcityHybrid annuity products that combine the estate and income planning features of an annuity with the protection of LTC insurance are becoming increasingly popular.
August 13, 2013
What ‘Elysium’ Suggests About the Future of FinanceIn the 22nd century, the world of wealth may look like an exaggerated version of today's reality, according to movie director Neill Blomkamp.
August 12, 2013
How to Win Over Retirement Plan SponsorsRetirement plan sponsors are growing more trustful of advisors expertise, but many sponsors remain uncertain about how advisors can help them because advisors aren't telling them, Fidelity found.
August 09, 2013
Revocable Trusts vs. Irrevocable Trusts: Which Trust Is Right for Your Clients?An irrevocable trust trades control for a whole lot of tax benefits.
August 06, 2013
S&P 1500 Pension Plan Funding at Highest Point Since 2008A new report from research and consulting firm Mercer could lessen pension fears.
July 31, 2013
Andy Friedman on How to Handle Health Care ReformBusinesses and individuals have decisions to make before Obamas health care law takes effect Jan. 1.
July 30, 2013
Retirees Need Advisors’ Help in Transition to MedicareNavigating the new territory can be daunting for those beginning their lives after decades of workingand thats where advisors come in.