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.
Boomers Fear Health Costs Will Overwhelm Them in Retirement: IRI
By Danielle AndrusThe cost of health care in retirement is substantial, and many boomers feel they arent prepared to meet those costs, a report released Tuesday by the Insured Retirement Institute found.
January 03, 2012
CDC Releases First National Survey on LTC, Non-Nursing Home FacilitiesThe Centers for Disease Control and Prevention released in December the 'first nationally representative survey' of residential care facilities to provide an overview of their role in the long-term care industry.
December 28, 2011
Retirement Reality; Worst Decade; Manage Volatility With Managed Futures: January Investment Advisor—SlideshowIts hard enough to get retirement planning right with all the challenges your clients facemarket volatility, living longer than they imaginedthat could take their savings, but have you considered some of the other challenges they face that could take their lives?
December 26, 2011
Retirement MasterAt 31, Marcia Mantell was thrilled to step into retirement. Not her own but the burgeoning financial services retirement industry. The year was 1992.
December 19, 2011
Financial Advisors and Social Media—Shall We Dance?In advisor and software guru Greg Friedman's premiere blog for AdvisorOne, suggestions on how advisors can make strategic sense out of social media.
December 16, 2011
RIAs With $410M in AUM to Custody With Raymond JamesFour firms, including an ex-Ameriprise affiliate, join Raymond James' RIA division with combined assets of $410 million.
November 28, 2011
Class DismissedThe Community Living Assistance Services and Support program, also known as the CLASS Act, was part of the Patient Protection and Affordable Care Act, Obamas effort at health care reform.
November 23, 2011
A Rational Look at a Much Maligned ProductFew products within the financial services industry have received as much consistent criticism as fixed index annuities. An FIA is a type of deferred fixed annuity that earns interest or provides benefits that are linked to an external reference or index, most commonly the S&P 500. The insurer underwriting the...