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.
Natalie Choate’s Newest Estate Planning Tips
By Joyce HansonTo 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 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.
April 26, 2012
Key Findings of fi360-AdvisorOne Fiduciary Survey of AdvisorsBoth brokers and advisors in our second annual AdvisorOne-fi360 Fiduciary Survey agree on much, but the findings suggest a disconnect between registered reps and their leaders.
April 25, 2012
Consumers Drastically Overestimate Life Insurance CostsConsumers are confused about the cost of life insurance, overestimating its cost by nearly three times, a report from LIMRA and the LIFE Foundation found.