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.
Americans in Denial About Need for Long-Term Care: Study
By Danielle AndrusLooks like long-term care is still a source of confusion if not outright denial for most Americans.
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.
September 22, 2011
Health Care Law’s LTC Plan Appears Endangered by CLASS Act’s Potential DemiseThe Department of Health and Human Services on Thursday denied a rumor that the office administering the LTC portion of the health reform law was being shut for good.
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.