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.
Prudential Case Study Weighs Impact of Risk on Retirement Outcomes
By Danielle AndrusConsumers buy insurance for their homes, carswhy not retirement?
December 11, 2012
How’d They Do? Judging Best 5 Investment Picks for 2012For their investment predictions last year, the experts at MFS and ING picked the tech sector, mid-caps and more as best bets for 2012. Here's how their picks fared.
November 30, 2012
Gender Gap Exposed in Millionaires’ Financial Decision MakingFidelity study says advisors are well advised to focus on both spouses to protect client relationships.
November 21, 2012
Is Book Collecting a Smart Investment?Professional book collectors and advisors share their advice on this niche market.
November 20, 2012
In Insurance We Trust—Too Much?Trusts often rely on insurance policies for a variety of purposes, and if trustees do not actively manage those policies, it could cause trouble for both trust and trustee.
November 15, 2012
Reduced Expectations Force Americans to Delay RetirementIts official: Americans are not ready to retire, studies from both BlackRock and Merrill Lynch show.
November 09, 2012
Americans Lagging in LTC PlanningA Northwestern Mutual study found that a third of Americans havent factored their long-term care needs into their retirement planning.
November 07, 2012
Video Part III: The Importance of Annuities in Creating an Adaptable Retirement StrategyIn this video, Eric Taylor, National Sales Manager with Genworth Financial and Bart Bradshaw, Advanced Marketing Attorney with Genworth Financial discuss how an age-based in-service withdrawal from qualified plans may protect assets from market fluctuation and preserve post-retirement opportunities for income.