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.
SSA's 'hold harmless' provision harms boomers
By Danielle AndrusMaybe we should rethink waiting for full retirement age to claim Social Security benefits. Some Medicare beneficiaries are seeing their premiums increase 15 percent in...
January 07, 2010
Working boomers are unsatisfied, worriedAt a time when jobs are hard to come by, satisfaction is falling dramatically. A report by The Conference Board, which looks at job satisfaction...
January 07, 2010
The new tax reform train wreckYour choice of affiliation model could soon be wirehouse, independent, bank or ... the federal government. We've learned to take at least one White House...
January 06, 2010
Dems push for health bill changesHouse Democrats have said that they will insist on changes to the Senate healthcare legislation, but it is unknown how much influence they will have...
January 05, 2010
Medicare confusion catches retireesRules for enrolling in Medicare are complex. But when people postpone retirement past age 65, as many people are doing these days, it's easy to...
January 04, 2010
Study reveals risk of critical illnessA 25-year-old male non-smoker has a 24 percent chance of having a critical illness (cancer, heart attack or stroke) prior to turning age 65. The...
January 04, 2010
Redesigned annuities hit marketplaceA string of redesigned variable annuities are hitting the market, after life insurers last year yanked the products that proved too generous to customers and...
January 01, 2010
Insurance Update: Dead to RightsIf clients want to get a settlement for their life insurance policies, or invest in securitization of life insurance settlements, what should you tell them? Jeff...