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.
The Case for a Healthcare Advocate, Part II: The Documents You’ll Need
By Rosanne RogéFor 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 01, 2010
Life Sales Up, but Ownership Overall DownAccording to the recent "U.S. Individual Life Insurance Sales Survey" by LIMRA, sales of individual life insurance improved for the second consecutive quarter of 2010,...
October 01, 2010
Annuities: A Better Answer Than Social SecurityAnnuities don't exist in a vacuum, yet critics voice concerns as if annuities are compared to utopia, something akin to high returns, no risks and...
October 01, 2010
The Case for a Healthcare Advocate: The Financial Gerontologist BlogI would recommend that anyone with elderly parents or grandparents inquire with the insurance company (or other relevant service provider) if they have an "authorization to release information and/or designation of a representative." This way, you are able to act efficiently on the elderly person's behalf and make their life...
September 28, 2010
Suicide Rate for Baby Boomers Increases, Reversing TrendThe suicide rate among boomers is increasing, despite decades-long downward trend.
September 24, 2010
John Hancock Boosts LTC Premiums by 40%The news that John Hancock has hiked premiums of its long-term care insurance policies by 40% has roused the inner pessimist in agents, according to NU Online News Service.
September 17, 2010
Group Health Plan Enrollment NosedivesNew figures released in September by the Census Bureau show that enrollment in employer-sponsored health plans in 2009 was at its lowest level since 1997, after a dizzying drop.
September 16, 2010
Johanns, Nelson Health Care Law Amendments on 1099 FailA provision of the health care reform legislation that requires businesses and nonprofits to file 1099 forms with the IRS for all payments of $600...