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.
What ‘Elysium’ Suggests About the Future of Finance
By Janet LevauxIn the 22nd century, the world of wealth may look like an exaggerated version of today's reality, according to movie director Neill Blomkamp.
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.
July 29, 2013
The Weakest LinkWhile its hardly news that businesses are exposed to reputation and liability risk through suppliers, the factory collapse in Bangladesh in April has upped the ante considerably.
July 24, 2013
States’ LTC Squeeze: Demand Swamping ServicesA report co-authored by AARP found that more than 60% of states had seen an increase in demand but no increase in spending.
July 11, 2013
Americans Get ‘F’ in Health Insurance Understanding: LIMRAIn a true-or-false quiz posed by LIMRA to more than 2,000 Americans, almost 80% failed.
July 11, 2013
Milevsky Warns: Beware of Annuity IgnoranceTodays sensationalized characterization of annuities as products of unremitting evil or of unsurpassed virtue completely misses some essential points of wisdom advisors need to know about properly using them, Moshe Milevsky says.