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 20 Countries for Retirement Security: 2013
By John SullivanNatixis has released its annual retirement security index, and Americans are lagging Slovakia. Yes. Slovakia.
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.
January 17, 2013
Finke Study Warns: 4% Retirement Rule Is Dead, Long Live Annuities"The bottom line is that the current low-yield environment is a retirement income game changer," Finke says.
January 16, 2013
The Future of Financial Advice? Maybe It’s Health CareI suspect that financing health care will replace investments as the primary service demanded by advisory firm clients in the all-too-near future.