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.
New LTC Insurance Guides Give Tax Deductibility, Regulations
By Marlene Y. SatterTwo new guides providing information on the 2011 tax deductibility limits and the regulations governing long-term care insurance (LTCI) have been published and are now available from the American Association for Long-Term Care Insurance.
December 08, 2010
Why Women Risk Retirement Disaster, and How They Can Avoid ItWomen fail to plan long-term for their retirement, according to a study by the Society of Actuaries, and Olivia Mitchell, a professor at The Wharton School, says low financial literacy is to blame.
November 30, 2010
LTCI and Boomers: Gap in Perceived Value and Actual PurchasesWhile a majority of boomers recognize the potential value of long-term care insurance, few have actually purchased a policy.
November 30, 2010
Long-Term Care Insurance: What It Really CostsAccording to a new report from the American Association for Long-Term Care Insurance, more than a quarter of Americans under age 61 who purchased coverage in the first half of 2010 pay less than $1,000 a year.
November 22, 2010
Whole, Universal Life Sales Continue to Grow in Q3Once again, sales in whole life and universal life drove success in life insurance sales,according to LIMRA's U.S. Individual Life Insurance Sales survey.
November 19, 2010
Help for Clients Who Want to Age in Place on Taxes, Technology and MedicationIn our search to address the issues for our clients and our own families of living to a ripe old age, remaining in the homestead is a topic that comes up frequently. There's help to do just that from associations, tech companies and even the IRS
November 12, 2010
Top 5 Most Read Stories: LTC Tax Changes; PIMCO's Gross on Bond MarketThese are AdvisorOne's Top 5 Most Read Stories for the week of Nov. 8.
November 11, 2010
MetLife Exits Long-Term Care BusinessMetLife Inc. announced Thursday that it was exiting the long-term care insurance (LTCI) market.