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.
Critical Illness Riders: Life Insurance Protection for the Living
By William H. Byrnes, Robert BloinkA new twist on the traditional life insurance policy that protects against expenses incurred because of critical illnesses is attracting clients interest once again.
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.
August 27, 2012
5 Tips for Advisors to Benefit From a Post-Fee-Disclosure WorldFor advisors who serve retirement plan sponsors, the DOLs fee disclosure rule that goes into effect on Aug. 30 is a business opportunity, says 401(k) Coach Charlie Epstein.
August 21, 2012
2012 Broker-Dealers of the Year; Top Wealth Managers: September Investment Advisor—SlideshowSeptember is our annual broker-dealer issue and includes the 22nd annual Broker-Dealers of the Year contest.
August 21, 2012
The Meaning of LifeSeptember is Life Insurance Awareness Month whoa, wait; stop. Stay with me.
August 21, 2012
Life Partners: Grow Your Practice With an Insurance PartnerBetween the ongoing market volatility and the rapid evolution in insurance products, its easy to see why many financial advisors arent talking to their clients about life insurance.