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.
SEC Said to Probe Life Partners on Life Expectancy
By Marlene Y. SatterLife Partners Holdings, Inc., a company that has been a pioneer in the field of life insurance securitization, is under investigation by the SEC, according to individuals with whom the agency has spoken.
January 19, 2011
Clients and the New Higher Deductibility Limits for LTC InsuranceThe planning implications of the new IRS guidelines on long-term care insurance
January 07, 2011
New LTC Insurance Guides Give Tax Deductibility, RegulationsTwo 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.
January 05, 2011
Almost Half of Pre-Retirees Have No Plan Against Outliving AssetsSociety of Actuaries finds only 19% plan to purchase long-term care insurance.
December 22, 2010
Defense Authorization Bill Passes With New Health Care ProvisionAfter wrangling into the night on Tuesday, and after the stripping of numerous controversial provisions from the legislation, the 2011 defense authorization bill passed the Senate on Wednesday.
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.