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.
Key Findings of fi360-AdvisorOne Fiduciary Survey of Advisors
By Kathleen M. McBride, FiduciaryPathBoth 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 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
April 23, 2012
Largest Long-Term Care Claim Nears $2 MillionLong-term care insurance costs are on the rise. A new study shows just how much some of those claims are worth to the insured.
April 23, 2012
Top 10 Cheapest States for Long-Term Care Costs: 2012With costs for care rising at a rapid pace for assisted living facilities and private rooms in nursing homes, its more important than ever to know which states are the most affordable when planning retirement.
April 18, 2012
Heritage Planning Pt. 8, Bringing Families Together FinanciallyThe Family Bank: how to build it; what it accomplishes for each family.
April 18, 2012
Which Candidate Is More Likely to Support LTC Insurance? Poll Has Surprising AnswerA straw poll found Americans gave a conclusive answer to whether Obama or the GOP candidate would be more likely to support LTCI.
April 17, 2012
Markets May Be Volatile, but Risk Tolerance Isn’t, Pt. 2A key point from FinaMetrica's research: investors are ultimately driven by two factors: their risk tolerance and their risk perception. Advisors' challenge: managing clients fluctuating risk (mis-)perceptions.
April 11, 2012
Show Me the Data: A Dose of Reality in Fiduciary DebateWhy is the broker-dealer industry so concerned about the client costs of a fiduciary standard? They arent. That argument was simply a red herring.