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.
Rational Gift Giving: How Advisors Can Help Clients
By Savita Iyer-AhrestaniAdvisors still have an opportunity to speak with their clients to get them to see the long-term effects that holiday overspending could have on their wealth by appealing to the economic rationality and self-control that are in every human being.
November 30, 2012
Gender Gap Exposed in Millionaires’ Financial Decision MakingFidelity study says advisors are well advised to focus on both spouses to protect client relationships.
November 21, 2012
Is Book Collecting a Smart Investment?Professional book collectors and advisors share their advice on this niche market.
November 20, 2012
In Insurance We Trust—Too Much?Trusts often rely on insurance policies for a variety of purposes, and if trustees do not actively manage those policies, it could cause trouble for both trust and trustee.
November 15, 2012
Reduced Expectations Force Americans to Delay RetirementIts official: Americans are not ready to retire, studies from both BlackRock and Merrill Lynch show.
November 09, 2012
Americans Lagging in LTC PlanningA Northwestern Mutual study found that a third of Americans havent factored their long-term care needs into their retirement planning.
November 07, 2012
Video Part III: The Importance of Annuities in Creating an Adaptable Retirement StrategyIn this video, Eric Taylor, National Sales Manager with Genworth Financial and Bart Bradshaw, Advanced Marketing Attorney with Genworth Financial discuss how an age-based in-service withdrawal from qualified plans may protect assets from market fluctuation and preserve post-retirement opportunities for income.
November 07, 2012
Video Part II: The Importance of Annuities in Creating an Adaptable Retirement StrategyEric Taylor, National Sales Manager with Genworth Financial and a financial sales & marketing expert, with diverse experience in financial services within marketing, brand, operations and sales, discusses how those nearing or in retirement can maintain steady income to protect assets and lifestyles even when volatile markets and lifes events...