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.
IRS Raises Deductibility Limits for LTC Insurance
By Marlene Y. SatterThe IRS announced Tuesday that the deductibility limits for LTC insurance policies purchased in 2011 will be higher than for those purchased in 2010.
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.
October 12, 2010
Long-Term Caregivers Lose Money, Opportunities: Genworth StudyAnyone who's been a caregiver for someone in need of long-term care already knows this is true, but a new study confirms it: caregivers suffer from stress, lose job opportunities and may have more disputes with other family members.
October 12, 2010
Use of Adult Day Services Centers Are on the RiseThe number of adult day services centers has increased 35% in the United States since 2002, a report from the MetLife Mature Market Institute reported Tuesday.
October 08, 2010
The Case for a Healthcare Advocate, Part II: The Documents You’ll NeedFor 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 05, 2010
Millenials, Gen Xers Seek Stodgy Security, Says Guardian LifeInsurance policy buyers under the age of 40 are choosing whole life over other asset alternatives and paying off their policies early, according to Guardian Life Insurance Co. of America.