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.
What Can Advisors Do in Defense of Freedom and Opposition to Terror?
By Gil WeinreichAdvisorOne's Gil Weinreich speaks with freedom activist Ayaan Hirsi Ali about the fight for Western freedoms and how advisors can play a role, and the author adds his a post-script about his own brush with terror...
April 03, 2013
When Clients Outlive Their Longevity Insurance: QLACsFavorable IRS treatment makes QLACsdeferred annuity productsmore appealing, but their flip side is that the client may not live long enough to reap the longevity benefits. Treasury is proposing a solution.
March 27, 2013
Your Client’s Brain: Improving Financial Decisions With ‘Brain Extenders’Paul Greenberg uses technology to supplement the memory abilities of older clients, leading to better decision-making.
March 26, 2013
Your Client’s Brain: Coping as Your Clients AgeAs the brain ages, there is a decline in the ability to make decisions matched by a misplaced confidence in that ability.
March 26, 2013
Live (Not Too) Long and Prosper: Bankers LifeLongevity, one of the major risks investors face in retirement, is also one of the furthest things from their minds.
March 21, 2013
Your Client’s Brain: How to De-StressLinda Graham's techniques couple a traditional approach with knowledge of how the brain works, allowing you to use your heart to calm your brain.
March 08, 2013
Top 20 Countries for Retirement Security: 2013Natixis has released its annual retirement security index, and Americans are lagging Slovakia. Yes. Slovakia.
March 06, 2013
Your Client’s Brain: What Makes Us So Vulnerable to Stress?Neuropsychologist Rick Hanson explains why stress is so, um, stressful.