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.
5 Tips for Advisors to Benefit From a Post-Fee-Disclosure World
By Joyce HansonFor 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
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.
August 21, 2012
Too Much of a Good Thing?In mid-July, John Ryan of Ryan Insurance Strategy Consultants in Greenwood Village, Colo., advised clients that extensive changes were coming for Genworths long-term care insurance product line and for its underwriting.
August 20, 2012
New Professional Retirement Designation Added by American CollegePractitioners have told us they need more information about retirement income strategies in order to better serve their clients, says American College President and CEO Larry Barton.
August 09, 2012
Half of Americans Die With Almost No AssetsA disturbing study from three Ivy League researchers finds that almost half of Americans die owning less than $10,000.
August 06, 2012
A Tale of Two Futures: Will You Be the Best Advisor for Clients, or the Worst?Consumers are ready to be proactive about their financial planning, but we believe that there will be an increasing bifurcation between advisors who cling to a transactional mindset and those who operate as true consultants to their clients.
August 03, 2012
Keep Savin’ It, Sister: GAO Says Women Saving More, but Need Social Security More Than MenAmerican women may think theyre good at penny-pinching, but it turns out that theyll need to save even more if they want to feel secure in retirement.
July 31, 2012
4 Misconceptions About Financial Advice From a Veteran AdvisorPaula Hogan has read the theoretical literature, and shes contributed to it. She has also compared these theories to life in the advisor trenches and has some advice for her advisor peers.