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.
The Great Retirement Rethink
By Ellen UzelacRetirement was once such a tidy thing. You worked, you saved, you retired. Not anymore. As an affluent investor in a new study by Hearts & Wallets puts it: I dont think retirement is the buzzword it once was. Okay, yeah right, retirement. Okay, yeah right, Ill win the lottery....
September 26, 2011
7 Ways Advisors Can Close Life Insurance Gap: GenworthA study released Thursday by Genworth Financial found that almost half of Americans with household incomes between $50,000 and $250,000 do not have life insurance.
September 23, 2011
Federal LTC Enrollment SoarsThe Federal Long-Term Care Insurance Program, in its first major open season for enrollment since its inception, saw an increase of 20% in enrollment, with more than 45,000 now covered by the largest employer-sponsored plan in the U.S.
September 22, 2011
Health Care Law’s LTC Plan Appears Endangered by CLASS Act’s Potential DemiseThe Department of Health and Human Services on Thursday denied a rumor that the office administering the LTC portion of the health reform law was being shut for good.
September 20, 2011
3 Things Advisors Should Do Now to Help Clients Plan for RetirementTo attract and keep clients, the steps you should be taking now to help pre-retirees plan for a more secure future.
September 19, 2011
Boomers and Medicare: ‘Indifferent, Nervous, Overwhelmed’Twenty-seven percent of boomers surveyed in August said they were indifferent about enrolling in Medicare, while 26% said they were nervous and 14% said they were overwhelmed.
September 17, 2011
How to Build a Foolproof Family Limited PartnershipA strong FLP must be custom-built from the ground up or you risk having the IRS or a court set it aside.
September 15, 2011
Health-Care Law’s LTC Program Unsustainable, Republicans SayA group of congressional Republicans issued a report on Thursday claiming that a piece of President Barack Obamas health-care law calling for long-term care insurance, also known as the Community Living Assistance Services and Supports Act, is financially insolvent.