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.

Almost Half of Pre-Retirees Have No Plan Against Outliving Assets

January 05, 2011

Almost Half of Pre-Retirees Have No Plan Against Outliving Assets
Defense Authorization Bill Passes With New Health Care Provision

December 22, 2010

Defense Authorization Bill Passes With New Health Care Provision
Why Women Risk Retirement Disaster, and How They Can Avoid It

December 08, 2010

Why Women Risk Retirement Disaster, and How They Can Avoid It
LTCI and Boomers: Gap in Perceived Value and Actual Purchases

November 30, 2010

LTCI and Boomers: Gap in Perceived Value and Actual Purchases
Long-Term Care Insurance: What It Really Costs

November 30, 2010

Long-Term Care Insurance: What It Really Costs
Whole, Universal Life Sales Continue to Grow in Q3

November 22, 2010

Whole, Universal Life Sales Continue to Grow in Q3
Help for Clients Who Want to Age in Place on Taxes, Technology and Medication

November 19, 2010

Help for Clients Who Want to Age in Place on Taxes, Technology and Medication