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.
LTCI: Here Today, Gone Tomorrow?
By Marlene Y. SatterThe release in late September of a Moodys Investors Service sector profile of long-term care insurance was filled with doom and gloom.
October 09, 2012
4 Easy Steps for Investors on Retirement Planning: Russell’s Tim NoonanNoonan and his Capital Markets Insights colleague Sophie Gilbert offer four steps for advisors to help their clients become more engaged in retirement planning.
October 05, 2012
Critical Illness Riders: Life Insurance Protection for the LivingA new twist on the traditional life insurance policy that protects against expenses incurred because of critical illnesses is attracting clients interest once again.
September 25, 2012
Running Out of MoneyIt is a major fear for many Americans. In fact, there is excellent research to support the idea that Americans fear running out of money in retirement more than they fear death.
September 10, 2012
ING Helps DC Advisors Rise Above Competition in New World of Fee DisclosureINGs new program offers practical guidance on how advisors can create a value proposition and a service commitment that address the needs of plan sponsors.
September 07, 2012
Insurance Ownership Increases Feeling of Financial SecurityPurchasing insurance policies helps Americans feel more financially secure, a poll conducted in August by Northwestern Mutual found.
August 29, 2012
IRS Withdrawal Calculation Offers Alternative to Standard 4%Heres a news flash; the IRS offers a calculation that actually helps consumers. Who knew?
August 27, 2012
Life Settlements—Are They Back?One question financial advisors should be asking themselves today is whether life settlements have returned to the fold as a viable tool in their clients planning strategies.