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.
To Use Medicaid for LTC, Clients Give Away Wealth, Advisors Say
By Danielle AndrusA Nationwide Financial survey found 42% of advisors saying their clients wanted to intentionally impoverish themselves to qualify for Medicaid.
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.
November 07, 2012
Video Part II: The Importance of Annuities in Creating an Adaptable Retirement StrategyEric Taylor, National Sales Manager with Genworth Financial and a financial sales & marketing expert, with diverse experience in financial services within marketing, brand, operations and sales, discusses how those nearing or in retirement can maintain steady income to protect assets and lifestyles even when volatile markets and lifes events...
November 07, 2012
Video Part I: The Importance of Annuities in Creating an Adaptable Retirement StrategyPat Foley, President of Distribution and Marketing with Genworth US Life Companies and a leading authority on multiple insurance and annuity lines addresses the increasingly important role annuities play in creating retirement savings plans designed to maximize potential opportunities for accumulation while providing for guaranteed lifetime income in the face...