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.
Americans Lack Understanding, Concern for Disabilities’ Effects
By Danielle AndrusDespite 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 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.
May 09, 2012
What Makes a Satisfying Retirement? Practice, Practice, PracticeIf advisors encourage clients to follow the Practice Retirement program, those clients can reap both financial and psychological benefits from age 60 to 70. Advisors can benefit in multiple ways as well.
May 07, 2012
Affluent Pre-Retirees ‘Terrified’ of Health CostsHalf of affluent pre-retirees say they are terrified of the effect health care costs will have on their retirement plans, according to a report released Monday by Nationwide Financial.
May 03, 2012
Double Down on Tax Benefits With HSAsIn todays uncertain tax environment, health savings can be as important as an actual retirement account to your clients financial security.
May 01, 2012
Single Workers in Danger of Hardships if DisabledA majority of single Americans would suffer a financial hardship if they were forced to stop working for six weeks or more, The Hartford announced on Monday.
May 01, 2012
Join the Conversation During Heritage Planning MonthDuring MayHeritage Planning Monththere are opportunities for families, individuals, nonprofit organizations and all professional advisors to discover the third element of planning.
April 27, 2012
Sales of Asset-Based LTC Insurance Rise by 20%The study finds that more than half of male buyers of LTC policies were under age 65. In the prior years study, only 48% were under age 65.