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.
How Advisors Can Make a Difference for Aging Clients
By Nick KochanskiFinancial professionals need to navigate end-of-life discussions to provide support as conditions change.
March 13, 2024
4 Things Advisors Must Know About Beneficiary DesignationsAdvisors who think a will controls the disposition of all assets at death are making a big mistake.
March 12, 2024
Treasury Proposes Curbs on Use of Life and Annuities in Wealth PlanningClients might have to pay ordinary income taxes and a 10% penalty on cash taken from the arrangements.
March 11, 2024
Biden Floats Net Investment Income Tax Hike in New BudgetThe administration hopes to squeeze $84 billion out of trusts, and a little out of private placement life insurance.
March 11, 2024
Immediate Annuities Can Help Some High-Net-Worth Clients: Tax AttorneyFor some, Jack Elder says, protecting invested assets might be worth generating additional income taxes.
March 07, 2024
12 Unhealthiest Big Cities in America: 2024Health risks like obesity, smoking, drinking and air pollution are more prevalent in these cities, SmartAsset finds.
March 05, 2024
5 Simple Explanations for Insurance TermsDitching the jargon can help create "aha" moments for prospects.
March 04, 2024
12 Healthiest Big Cities in America: 2024SmartAsset ranked 100 cities on factors like obesity, smoking, diabetes and mental health.