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.
Top 10 Biggest 529 College Savings Plans: 2013
By Michael S. FischerHere are the 10 biggest 529 college savings plans by AUM, asset growth and market share, as compiled by the Financial Research Corp.
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.
May 02, 2013
What Can Advisors Do in Defense of Freedom and Opposition to Terror?AdvisorOne'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 29, 2013
Investing for a Lifetime With Life-Cycle InvestingA decade ago, Paula H. Hogan had one of those incredible a-ha moments. It was profound, with deep implications for the advisors businessperhaps even for the entire financial services industry.
April 09, 2013
Going Indie? Afraid of Losing Clients? Don’t BeDespite 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.
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.