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 Most Expensive States for Long-Term Care: 2013
By Marlene Y. SatterWill you or one of your clients be one of the 70% of people over 65 who will need long-term care? Genworths annual study on the cost of LTC indicates that if you are, you will be paying more for it this year.
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.
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.