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.
Live (Not Too) Long and Prosper: Bankers Life
By Danielle AndrusLongevity, one of the major risks investors face in retirement, is also one of the furthest things from their minds.
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.
February 20, 2013
Get Ready for Gender-Based Pricing on LTC InsuranceA new twist is coming to LTC insurance: gender-based pricing, and women can expect to pay 20% to 40% more for coverage than men, says Michael Kitces.
February 19, 2013
Goal-Based Wealth Management: Preparing Clients for RetirementWe are in the midst of a sea change in wealth management, heralded by the rise of online advice tools that clients will use to complement their advisor relationships.
February 06, 2013
Less-Trusting Millennial Investors Pose Challenge to AdvisorsMillennial investors have emerged from two boom-and-bust cycles more conservative about investing and more skeptical of financial advice than older generations, according to an Accenture survey.
January 21, 2013
Storm WarningJust a few days before Hurricane Sandy barreled up the East Coast, German reinsurance giant Munich Re issued a new report titled Severe Weather in North America revealing that weather disasters have hit North America far harder than they have the rest of the world.