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.
Tax Planning and Insurance, Pt. 1: Tax Treatment of LTC Benefits
By Tax Facts OnlineFrom Tax Facts Online, a warning to stay aware of the limit on the amount of qualified long-term care benefits that may be excluded from income.
March 26, 2012
Six Long-Term Care LessonsA recent survey by John Hancock provides insights on a key area that advisors should try to address more directly: the failure of most people to prepare for the financial risk associated with the need for long-term care.
March 26, 2012
SMA Managers of the Year; Building a Business With Talent: April Investment Advisor—SlideshowThe dividend story has been retold many times, but just because weve heard it before doesnt make it a bad tale.
March 19, 2012
Fiserv Launches Online Retirement Illustrator ToolFiserv announced Monday a new Web-based tool called Retirement Illustrator, a interactive retirement income planning tool for its affiliated advisors to forecast the range of performance outcomes of a retirement portfolio.
March 19, 2012
fi360, TRAU Join in Fiduciary, Retirement Education PlanBlaine Aikin, CEO of fi360, says advisors who complete the retirement modules through fi360 get credit toward the C(k)P, while TRAU students can work toward the AIF designation.
March 14, 2012
Rising Cost of Long-Term Care Insurance Squeezes BuyersIn its annual analysis of the premium cost for the most popular policies offered by 10 companies, AALTCI found that on average, a 55-year-old single individual who qualifies for preferred health discounts will pay $1,720 for $165,000$200,000 in current coverage.
March 13, 2012
Wealthy Worry They Might Be Targets, but Don’t Buy Adequate ProtectionOccupy Wall St.? Buffett Rule? The high-net-worth feel they might be sued, but fail to purchase the appropriate umbrella liability coverage.
February 15, 2012
Hedge-Fund Big Paulson Eyes Hartford BreakupAfter a bad year in hedge funds, John Paulson has stepped forward as a shareholder activist to force the insurance company into a breakup.