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.
Whole, Universal Life Sales Continue to Grow in Q3
By Danielle AndrusOnce 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 11, 2010
MetLife Exits Long-Term Care BusinessMetLife Inc. announced Thursday that it was exiting the long-term care insurance (LTCI) market.
November 03, 2010
IRS Raises Deductibility Limits for LTC InsuranceThe IRS announced Tuesday that the deductibility limits for LTC insurance policies purchased in 2011 will be higher than for those purchased in 2010.
October 26, 2010
Top 5 Most Expensive, Top 5 Cheapest States for Nursing Home/Assisted Living CareAlaska is the most expensive state for nursing home care. According to a survey released Tuesday by Metlife's Mature Market Institute, the average cost for...
October 26, 2010
Aite Rates Best Software for AdvisorsAs advisors grow more reliant than ever on software to track their clients' accounts, Aite Group has released a report that rates 11 major technology players' financial planning platforms.
October 21, 2010
The Case for a Healthcare Advocate, Part III: Navigating the Medicare MazeFor your clients, family members, and yourself, keep a simple document on hand that lists your medical and emergency data and contacts. Simple but effective.
October 20, 2010
Gender Gap Persists in Life Insurance CoverageA recent report found that while men and women share similar financial goals, women report feeling more overwhelmed and less confident about their financial plans.
October 13, 2010
Harris Private Bank Uses YouTube to Engage on Elder CareBaby boomers in search of help when it comes to elder care planning have a new place to go: YouTube, courtesy of Harris Private Bank.