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.
Young Investors More Likely to Buy Insurance From Banks
By Danielle AndrusYoung people are more likely to consider buying a life insurance policy through their bank than older generations, a study released Monday by LIMRA found.
July 15, 2012
A Package Deal: Planning for Long-Term Care With Income SecurityA type of fixed annuity could provide the solution for clients who are looking to plan for long-term care and receive a guaranteed return on their investment.
July 13, 2012
Leave an Employer, Roll Over Into an IRA and Then Early Withdraw? No Exception, Court RulesAppeals court upholds an early distribution penalty for a taxpayer who withdrew money from a rollover IRA.
July 02, 2012
Retirees Need Health Care Cost Reality CheckA study from Nationwide Financial found that the difficulty of judging how much to save for health care in retirement continues even after Americans stop working.
June 29, 2012
More Than 90% of Boomers Help Adult Children With MoneyDad needs to work on his communication skillsitll cost him a lot less.
June 21, 2012
Taking Back Control: Living Wills and BeyondOn the surface, living wills might seem as if they allow your clients to control the course of their medical treatment if they become incapacitated. In reality, the living will might provide a false sense of security.
June 13, 2012
Unintended Consequences of the HIT: Eliminating Health Coverage in Small BusinessesThe new health care reform legislation contains a tax that could spell the end of employer-sponsored health coverage for many small-business employees.
June 12, 2012
4 Ways to Use Behavior in Shaping a 401(k) PlanDiversified lists four best practices to help sponsors ensure that their 401(k) or other retirement plans are truly designed to help employees achieve their savings goals.