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.
7 Ways Advisors Can Close Life Insurance Gap: Genworth
By Danielle AndrusA 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 20, 2011
3 Things Advisors Should Do Now to Help Clients Plan for RetirementTo attract and keep clients, the steps you should be taking now to help pre-retirees plan for a more secure future.
September 19, 2011
Boomers and Medicare: ‘Indifferent, Nervous, Overwhelmed’Twenty-seven percent of boomers surveyed in August said they were indifferent about enrolling in Medicare, while 26% said they were nervous and 14% said they were overwhelmed.
September 17, 2011
How to Build a Foolproof Family Limited PartnershipA strong FLP must be custom-built from the ground up or you risk having the IRS or a court set it aside.
September 15, 2011
Health-Care Law’s LTC Program Unsustainable, Republicans SayA group of congressional Republicans issued a report on Thursday claiming that a piece of President Barack Obamas health-care law calling for long-term care insurance, also known as the Community Living Assistance Services and Supports Act, is financially insolvent.
September 06, 2011
Half of Underinsured Households Ready to Purchase Life PoliciesA study released Tuesday by LIMRA found that among underinsured U.S. households, 17 million, or half of them, may be ready to buy life insurance policies in the next year.
September 01, 2011
Pension Plans Failing to Account for Rising Life Expectancies: Swiss RePension shortfalls will be exacerbated by underestimating life expectancies, says Swiss Re in calling for more effective longevity models.
August 28, 2011
LTC Buyers Choose Higher Premiums Over Limited BenefitsCan the LTC market come back from the brink?