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.
Looking for Long-Term Care Coverage? You Might Not Find It
By William H. Byrnes, Robert BloinkMajor insurance carriers are abandoning long-term care coverage in record numbers. Several other options exist, but a smartly crafted annuity strategy may provide the solution while offering a substantial tax break.
March 27, 2012
ABA Writes Guide to End-of-Life PlanningA robust end-of-life plan can alleviate the often daunting difficulties many families face when someone dies.
March 26, 2012
No SubstitutionsIn 2010, the insurance industry was the target of a lot of bad press regarding retained asset accounts (RAAs) that were provided to the beneficiaries of military service members killed in action.
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.