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.
LTCI and Boomers: Gap in Perceived Value and Actual Purchases
By Danielle AndrusWhile a majority of boomers recognize the potential value of long-term care insurance, few have actually purchased a policy.
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.
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.