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.
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'
By Joyce HansonA Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.
July 01, 2010
BlackRock Creates Target Date Fund That Morphs Into a Post-Retirement AnnuityAsset management giant BlackRock has developed a 401(k) target fund that morphs into a post-retirement annuity.
June 24, 2010
Treatment For Boomer Drug Abuse Increases, Falls For Alcohol AbuseIt's probably not a surprise at this point that boomers do drugs. A new study from the Substance Abuse and Mental Health Services Administration found...
June 24, 2010
Disability Rates Increase, Highest Among 50-59-Year-OldsA new survey from the Council for Disability Awareness found that while the number of disabled people received benefits has increased every year since 2004,...
June 18, 2010
LIMRA Study: African Americans Value Life Insurance Protection More Than General PopulationBlacks twice as likely as other groups to consider purchasing life insurance for themselves or for someone else.
June 10, 2010
Survey Attributes Positivity To Boomer HealthA recent survey found that while most boomers feel younger than they actually are, they're more likely to attribute that to a positive mental outlook...
June 10, 2010
Report Shows LTCI Rates Lower Than ExpectedA new report from the American Association of Long-Term Care Insurance shows what people are paying for coverage. Over one-third of Americans pay $1,499 or...
June 10, 2010
Boomers Have Highest Suicide RateContrary to previous reports that boomers are fairly positive, a report from the Centers for Disease Control found the suicide rate among 45-54-year-olds is...