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.
4 Things Advisors Must Know About Beneficiary Designations
By Richard MillerAdvisors who think a will controls the disposition of all assets at death are making a big mistake.
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.
March 01, 2024
12 Worst Tax States for High EarnersPeople earning $150,000 in these locales have a state and local tax rate topping 10%, WalletHub found.
February 29, 2024
5 Ways to Protect Clients' Families Against Disappearance RiskThe story of the couple that went missing on a yacht in Grenada reveals a common planning gap.
February 23, 2024
12 States With the Lowest Property TaxesHouseholds in most of these states pay substantially less in annual property taxes than the national average of $2,869.