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.
Advisors Helping Advisors Finding the Work-Life Balance
By Angie HerbersLisa Kirchenbauer and partner Phil Dyer are sharing their experiences with other advisors, with a Tuscany twist.
June 08, 2011
As Boomers Retire, New LTC Almanac Could Prove UsefulThe American Association for Long-Term Care Insurance announced Tuesday that it had released its first Long-Term Care Insurance Almanac and Book of Facts, intended to help insurance and financial professionals address the increasing number of questions raised by prospective clients and professionals who may refer clientele.
June 07, 2011
Facility-Based Health Care Costs Up, In-Home Care Remains FlatGenworth found that costs for care in assisted living facilities and nursing homes have increased over the past year, while in-home care has held steady.
May 13, 2011
Planning Our Future, Before We Get Too OldBoomers will need to shape their future by saving enough, planning well and managing their resources in order to become less vulnerable
May 05, 2011
Majority of Americans Underestimate Health Care Costs in RetirementMore than 90% of consumers don't know or underestimate how much health care will cost them in retirement, a survey released Wednesday by Sun Life Financial found.
May 04, 2011
Q1 2011 Earnings: Genworth Profits Fall 54%; Mortgage Losses a FactorGenworth Financial Inc. disappointed analysts with Q1 2011 earnings per share of $0.17 versus expectations for EPS of $0.21, partly due to mortgage losses.
May 01, 2011
Follow the Leaders: The 2011 IA 25In the nine years that Investment Advisor has published the IA 25, weve never ranked the 25 in the order of their importance.
April 22, 2011
Merrill’s David Tyrie on Retirement Healthcare Costs: Weekend InterviewMerrill Lynch's head of personal retirement, David Tyrie, speaks about how and why Merrill is educating clients—and its FAs—on healthcare costs in retirement.