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.
More Than 90% of Boomers Help Adult Children With Money
By John SullivanDad needs to work on his communication skillsitll cost him a lot less.
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.
June 07, 2012
5 Misconceptions About Consumers and IRA RolloversThe IRA rollover market creates a massive opportunity for advisors, according to recent research from McKinsey & Co.
June 07, 2012
Advisor Calls for Paradigm Shift in Financial AdvicePaula Hogan, a Milwaukee-based advisor, has laid out a model for financial planning that she argues is both more effective and more distinctive than conventional approaches.
May 25, 2012
Post-Retirement Health Care: A Quarter-Million-Dollar DilemmaMany of your clients retiring this year are likely to incur about $240,000 per couple in out-of-pocket health care expenses during retirement. How do you advise them to cover these expenses on a fixed income?
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.