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.
Stuart DePina of Tamarac on New Advisor Xi Platform: Schwab Impact Video
By James J. GreenTamarac's CEO tells AdvisorOne's Jamie Green about the launch of Advisor Xi, its new integrated software platform for RIAs, developed with input from its advisor advisory board.
November 07, 2011
Target-Date Funds Payout Often Misunderstood: SurveyDefined contribution plan participants, by and large, understand what target-date funds are and how they work, with a notable exception: they have unrealistic expectations about what those funds will provide upon retirement, according to a survey from AllianceBernstein released Monday.
November 02, 2011
Americans in Denial About Need for Long-Term Care: StudyLooks like long-term care is still a source of confusion if not outright denial for most Americans.
October 26, 2011
The Great Retirement RethinkRetirement was once such a tidy thing. You worked, you saved, you retired. Not anymore. As an affluent investor in a new study by Hearts & Wallets puts it: I dont think retirement is the buzzword it once was. Okay, yeah right, retirement. Okay, yeah right, Ill win the lottery....
October 10, 2011
ACLI to SEC: Prohibit Securitization of Life SettlementsThe American Council of Life Insurers sent a letter to SEC Chairman Mary Schapiro on Friday urging the securities regulator to prohibit the securitization of life settlements and support changes to clarify the application of federal securities laws to viatical and life settlement transactions
September 27, 2011
Majority of Wealthy Families Unprepared for Wealth Transfer: SEI SurveyWhile wealthy families agree that their wealth is a 'catalyst for family success, many dont have a plan or strategy in place to transfer their wealth to future generations, according to a recent SEI survey.
September 26, 2011
7 Ways Advisors Can Close Life Insurance Gap: GenworthA study released Thursday by Genworth Financial found that almost half of Americans with household incomes between $50,000 and $250,000 do not have life insurance.
September 23, 2011
Federal LTC Enrollment SoarsThe Federal Long-Term Care Insurance Program, in its first major open season for enrollment since its inception, saw an increase of 20% in enrollment, with more than 45,000 now covered by the largest employer-sponsored plan in the U.S.