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.
Andy Friedman on How to Handle Health Care Reform
By Melanie WaddellBusinesses and individuals have decisions to make before Obamas health care law takes effect Jan. 1.
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.
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.