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.
Most Americans Need More Life Insurance: Nationwide Financial
By Danielle AndrusA 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 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.
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.