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.
The Weakest Link
By Marlene Y. SatterWhile 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 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.
July 02, 2013
Annuity Puzzle Solved: Don’t Buy ThemDefying conventional wisdom, Kent Smetters of the Wharton School and Felix Reichling of the CBO say low demand for annuities is no mystery. If there is an annuity puzzle, it is why people don't short them.
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.