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.
10 Estate Planning Strategies to Rethink After the Secure Act
By Roger WohlnerNearly three years in, parts of this mammoth retirement law still haven't been finalized.
September 21, 2022
Senate Finance Chair Broadens Inquiry Into Private Placement Life InsuranceThe mailing list now includes Prudential, Zurich and the ACLI.
September 12, 2022
10 Top Ways to Use Life Insurance in Charitable GivingThe author sees plenty of untapped potential in a huge, little-noticed asset class.
September 08, 2022
Northwestern Mutual Launches 'The Great Realization' Marketing CampaignAn executive says the pandemic has moved people to "live right now."
September 07, 2022
Guardian Capital Unveils Modern TontineMoshe Milevsky, who helped develop the tontine, says it is structured like a mutual fund.
August 17, 2022
Social Security Must Fix Long Lines: LawmakersSome people are fainting in the heat or sleeping overnight to get in-person service at SSA offices, Reps. Neal and Brady say.
August 12, 2022
How Social Security Gets Used Up on Health CareA recent Center for Retirement Research study finds that high-spending retirees are left with "basically nothing."
July 22, 2022
Retirement Expenses Are Too Hard to PredictWith the DIY nature of retirement planning, too many people outlive their savings or hoard money they should be spending.