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.
What Makes a Satisfying Retirement? Practice, Practice, Practice
By James J. GreenIf 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 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.
April 25, 2012
Top 10 Most Expensive States for Long-Term Care Costs: 2012Those anticipating a need for LTC might want to steer clear of these states if they want to keep costs down.
April 24, 2012
Free J.P. Morgan Retirement Guide Helps Advisors Talk to ClientsThe J.P. Morgan Funds Guide to Retirement provides talking points for advisors in chart or graph format as they discuss issues with clients