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.
In Insurance We Trust—Too Much?
By Marlene Y. SatterTrusts 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 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...
November 01, 2012
Advisors Agree Health Care Planning Important to Client RetentionFailing to discuss how their clients will pay for their health care costs could cost advisors their clients, a Nationwide Financial survey found.
November 01, 2012
Is Risk of More Expensive LTC Insurance Rising or Falling? Pt. 2Although the popular press has widely blamed rising long-term care insurance premiums on "unexpected" claims, the reality is that the rising cost of care has played only a limited role.
October 29, 2012
Five Good Questions for 'Behavior Gap' Author Carl RichardsThe CFP shares his thoughts on the difference between what we should do and what we actually do
October 25, 2012
Is Risk of More Expensive LTC Insurance Rising or Falling? Pt. 1As the LTC insurance industry continues to suffer, planners and clients have both become increasingly skeptical about LTC insurance.