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.
ACLI to SEC: Prohibit Securitization of Life Settlements
By Melanie WaddellThe 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 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.
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.