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.
How to Get Paid for Retirement-Plan Advice: Pretax Dollars
By Ric LagerIf youre giving advice to an individual company retirement plan, you can get paid directly from the Self Directed Brokerage Account option.
August 23, 2013
Americans, and Their Money, Flee High-Tax StatesMuch is said about businesses' growth driving state economies. But cash brought by tax migrants from other states may dwarf their revenue.
August 19, 2013
Most Americans Need More Life Insurance: Nationwide FinancialA survey by Nationwide Financial found 98% of Americans with a spouse, domestic partner or dependent are underinsured to the tune of $1.2 million.
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.