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.
Americans Get ‘F’ in Health Insurance Understanding: LIMRA
By Danielle AndrusIn a true-or-false quiz posed by LIMRA to more than 2,000 Americans, almost 80% failed.
June 20, 2013
Advisors Struggle With Life Insurance SalesMany advisors struggle to make a good business out of life insurance, a survey released Tuesday by Saybrus Partners found.
June 18, 2013
Boomers Underestimate LTC Cost, Life ExpectancyThe cost of future long-term care for boomers could be more than three times what they're expecting, a consumer survey by Nationwide Financial found.
June 18, 2013
Caution: Clients Who Volunteer Unknowingly Put Assets at RiskUmbrella and charitable directors and officers insurance can provide affordable protection for boomers who want to give back to the community, but also want to protect themselves and their assets.
June 05, 2013
Top 10 Biggest 529 College Savings Plans: 2013Here are the 10 biggest 529 college savings plans by AUM, asset growth and market share, as compiled by the Financial Research Corp.
May 28, 2013
GOP Senators Push Bill to Expand Access to HSAs, FSAsSens. Orrin Hatch and Marco Rubio have introduced legislation to expand and strengthen health savings accounts and flexible spending accounts.
May 13, 2013
Top 10 Most Expensive States for Long-Term Care: 2013Will you or one of your clients be one of the 70% of people over 65 who will need long-term care? Genworths annual study on the cost of LTC indicates that if you are, you will be paying more for it this year.
May 13, 2013
More Clients Will Be Hit With Higher Medicare Costs Under ObamacareUnder Obamacare, income-based Medicare premiums for both HNW and lower-net-worth clients clients may sharply rise. Here are your options.