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.
Going Indie? Afraid of Losing Clients? Don’t Be
By Joyce HansonDespite fears they might lose clients when going independent, 79% of advisors who switched to the indie model in the last two years say most clients stuck by their side, Schwab Advisor Services reported Tuesday.
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.
March 04, 2013
Your Client’s Brain: The Incredibly Changeable BrainDr. Daniel Siegels research rebuffs the notion that our brains are hard-wired from birth.
February 25, 2013
ING Launches Retirement Benchmarking Tool for ConsumersING My Savings Score uses consumers age, salary and current retirement savings to determine the score, which is their savings as a multiple of their annual income.