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 Misconceptions About Consumers and IRA Rollovers
By Joyce HansonThe IRA rollover market creates a massive opportunity for advisors, according to recent research from McKinsey & Co.
May 24, 2012
It’s Graduation Season. Are You Missing a Key Differentiator?The wise advisor will take advantage of this teachable season by reaching out to clients with tips on last-minute college funding.
May 24, 2012
Employees Report Low Financial Stress—Maybe Too LowEmployees who are the least stressed are the farthest behind in financial planning, a Financial Finesse report found.
May 18, 2012
Don’t Risk It: Hybrid Policies Can Reduce the Risks in Long-Term CareYou can help these clients avoid overpaying for long-term care by using a life insurance policy to provide coverage in the event that long-term care is needed, while simultaneously preserving your clients estate if the need for care does not arise.
May 15, 2012
Americans Lack Understanding, Concern for Disabilities’ EffectsDespite the risks posed by disability in retirement, many Americans dont understand their chances of becoming disabled, a report released May 8 by the American College found.
May 14, 2012
Tom Nally: The 2012 IA 25 Extended ProfileHaving spent nearly 20 years serving registered investment advisors in TD Ameritrades RIA segment, Tom Nally is ready to face what may be his greatest challenge.
May 10, 2012
Natalie Choate’s Newest Estate Planning TipsTo judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.
May 09, 2012
The Most Effective and Cost-Efficient SRO for Advisors? FINRAFragmented oversight constitutes a serious risk for the Main Street investor; the established SRO is the best way to ameliorate that risk.